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 | $36,381 | $80,753-54.9% | $136,294-73.3% | $62,292-41.6% |
| Participation rate | 83.2% | 73.5%+9.7pp | 81.9%+1.3pp | 69.5%+13.7pp |
| Annual return | 45.91% | 35.83%+10.1pp | 5155.94%-5110.0pp | 28.90%+17.0pp |
| Employer contribution / active EE | $5,688 | $2,884+97.3% | $4,695+21.1% | $2,042+178.5% |
| Participant deferral / active EE | $11,423 | $5,164+121.2% | $6,247+82.9% | $3,169+260.5% |
| Admin fee / account holder | $1,230 | $525+134.2% | $9,243-86.7% | $479+156.7% |