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 10-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 | $76,704 | $71,964+6.6% | $167,512-54.2% | $85,563-10.4% |
| Participation rate | 72.0% | 61.0%+11.0pp | 77.1%-5.1pp | 66.0%+6.0pp |
| Annual return | 260.21% | 18.83%+241.4pp | 1615.79%-1355.6pp | 31.51%+228.7pp |
| Employer contribution / active EE | $826 | $1,875-56.0% | $3,882-78.7% | $2,654-68.9% |
| Participant deferral / active EE | $1,809 | $4,110-56.0% | $6,405-71.8% | $4,375-58.7% |
| Admin fee / account holder | $2,046 | $815+151.0% | $9,769-79.1% | $834+145.3% |