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 | $39,477 | $49,173-19.7% | $121,098-67.4% | $75,163-47.5% |
| Participation rate | 97.0% | 55.4%+41.6pp | 69.5%+27.5pp | 67.2%+29.8pp |
| Annual return | 19.97% | 55.99%-36.0pp | 985.75%-965.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,071 | $1,546+34.0% | $4,164-50.3% | $2,670-22.4% |
| Participant deferral / active EE | $2,587 | $2,628-1.6% | $4,080-36.6% | $4,125-37.3% |
| Admin fee / account holder | $1,054 | $3,942-73.3% | $5,644-81.3% | $5,651-81.4% |