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 | $19,535 | $27,915-30.0% | $58,482-66.6% | $75,163-74.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 15.37% | 44.20%-28.8pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $986 | $669+47.4% | $1,053-6.4% | $2,670-63.1% |
| Participant deferral / active EE | $2,193 | $1,201+82.6% | $1,924+14.0% | $4,125-46.8% |
| Admin fee / account holder | $1,169 | $1,726-32.3% | $2,516-53.5% | $5,651-79.3% |