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 | $50,926 | $98,750-48.4% | $149,696-66.0% | $79,858-36.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 36.92% | 27.43%+9.5pp | 276.60%-239.7pp | 31.71%+5.2pp |
| Employer contribution / active EE | $6,788 | $3,216+111.0% | $4,644+46.2% | $2,471+174.7% |
| Participant deferral / active EE | $8,951 | $5,680+57.6% | $6,842+30.8% | $3,740+139.3% |
| Admin fee / account holder | $351 | $6,053-94.2% | $9,309-96.2% | $5,306-93.4% |