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 9-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 | $18,882 | $55,472-66.0% | $155,567-87.9% | $74,546-74.7% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 17.33% | 268.72%-251.4pp | 64.74%-47.4pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $1,624 | $2,269-28.4% | $4,674-65.3% | $2,624-38.1% |
| Participant deferral / active EE | $3,050 | $2,838+7.5% | $5,628-45.8% | $4,347-29.8% |
| Admin fee / account holder | $1,155 | $1,743-33.7% | $15,916-92.7% | $1,944-40.6% |