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 9-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 | $19,521 | $83,902-76.7% | $167,512-88.3% | $84,808-77.0% |
| Participation rate | 98.1% | 66.5%+31.7pp | 77.1%+21.1pp | 68.3%+29.8pp |
| Annual return | 15.82% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,772 | $2,264-21.7% | $3,882-54.4% | $2,631-32.7% |
| Participant deferral / active EE | $3,113 | $4,442-29.9% | $6,405-51.4% | $4,212-26.1% |
| Admin fee / account holder | $1,512 | $7,915-80.9% | $9,769-84.5% | $7,344-79.4% |