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 | $40,210 | $79,171-49.2% | $102,423-60.7% | $74,495-46.0% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 14.12% | 54.93%-40.8pp | 29.32%-15.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,499 | $2,362-36.5% | $3,023-50.4% | $2,623-42.8% |
| Participant deferral / active EE | $2,731 | $4,415-38.1% | $5,053-45.9% | $4,346-37.1% |
| Admin fee / account holder | $1,548 | $2,001-22.6% | $9,451-83.6% | $1,942-20.3% |