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 | $41,726 | $102,317-59.2% | $146,958-71.6% | $80,856-48.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 39.92% | 134.76%-94.8pp | 418.34%-378.4pp | 35.59%+4.3pp |
| Employer contribution / active EE | $1,914 | $3,713-48.4% | $4,933-61.2% | $2,755-30.5% |
| Participant deferral / active EE | $10,525 | $6,644+58.4% | $8,070+30.4% | $4,296+145.0% |
| Admin fee / account holder | $3,771 | $7,941-52.5% | $12,998-71.0% | $6,918-45.5% |