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 7-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 | $62,185 | $54,558+14.0% | $76,002-18.2% | $74,546-16.6% |
| Participation rate | 99.2% | 60.3%+38.9pp | 69.1%+30.1pp | 67.2%+32.0pp |
| Annual return | 17.98% | 31.83%-13.9pp | 360.07%-342.1pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $9,281 | $1,778+422.1% | $2,688+245.2% | $2,624+253.7% |
| Participant deferral / active EE | $8,928 | $3,065+191.3% | $4,257+109.7% | $4,347+105.4% |
| Admin fee / account holder | $4,780 | $2,232+114.2% | $6,414-25.5% | $1,944+145.9% |