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 | $82,051 | $101,317-19.0% | $146,958-44.2% | $74,495+10.1% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 446.25% | 8730.91%-8284.7pp | 418.34%+27.9pp | 1364.94%-918.7pp |
| Employer contribution / active EE | $2,189 | $3,810-42.5% | $4,933-55.6% | $2,623-16.5% |
| Participant deferral / active EE | $9,539 | $7,303+30.6% | $8,070+18.2% | $4,346+119.5% |
| Admin fee / account holder | $29,954 | $1,739+1622.6% | $12,998+130.4% | $1,942+1442.6% |