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 4-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 | $56,271 | $54,705+2.9% | $71,209-21.0% | $84,808-33.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 24.17% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,703 | $2,158+71.6% | $2,721+36.1% | $2,631+40.7% |
| Participant deferral / active EE | $7,361 | $3,030+142.9% | $4,175+76.3% | $4,212+74.8% |
| Admin fee / account holder | $609 | $4,863-87.5% | $5,349-88.6% | $7,344-91.7% |