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 | $34,428 | $89,652-61.6% | $141,162-75.6% | $65,185-47.2% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.5%+8.3pp | 70.2%+20.5pp |
| Annual return | 313.60% | 32.79%+280.8pp | 71.39%+242.2pp | 29.38%+284.2pp |
| Employer contribution / active EE | $3,130 | $3,065+2.1% | $4,735-33.9% | $2,177+43.8% |
| Participant deferral / active EE | $7,604 | $5,691+33.6% | $6,709+13.3% | $3,514+116.4% |
| Admin fee / account holder | $5,668 | $569+897.0% | $10,261-44.8% | $847+569.1% |