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 | $71,693 | $99,957-28.3% | $149,696-52.1% | $73,488-2.4% |
| Participation rate | 85.0% | 75.7%+9.3pp | 82.5%+2.6pp | 70.7%+14.4pp |
| Annual return | 64.32% | 53.87%+10.5pp | 276.60%-212.3pp | 28.51%+35.8pp |
| Employer contribution / active EE | $3,286 | $3,191+3.0% | $4,644-29.3% | $2,270+44.7% |
| Participant deferral / active EE | $8,710 | $6,073+43.4% | $6,842+27.3% | $3,740+132.9% |
| Admin fee / account holder | $1,038 | $551+88.5% | $9,309-88.8% | $513+102.4% |