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 | $42,866 | $102,317-58.1% | $146,958-70.8% | $80,856-47.0% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 17.39% | 134.76%-117.4pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $6,371 | $3,713+71.6% | $4,933+29.2% | $2,755+131.3% |
| Participant deferral / active EE | $6,638 | $6,644-0.1% | $8,070-17.7% | $4,296+54.5% |
| Admin fee / account holder | $969 | $7,941-87.8% | $12,998-92.5% | $6,918-86.0% |