See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,638 | $101,317-54.0% | $146,958-68.3% | $74,495-37.4% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 38.29% | 8730.91%-8692.6pp | 418.34%-380.0pp | 1364.94%-1326.7pp |
| Employer contribution / active EE | $4,077 | $3,810+7.0% | $4,933-17.3% | $2,623+55.4% |
| Participant deferral / active EE | $9,890 | $7,303+35.4% | $8,070+22.6% | $4,346+127.6% |
| Admin fee / account holder | $4,781 | $1,739+175.0% | $12,998-63.2% | $1,942+146.2% |