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 8-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 | $46,983 | $98,750-52.4% | $149,696-68.6% | $79,858-41.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 39.42% | 27.43%+12.0pp | 276.60%-237.2pp | 31.71%+7.7pp |
| Employer contribution / active EE | $5,776 | $3,216+79.6% | $4,644+24.4% | $2,471+133.8% |
| Participant deferral / active EE | $12,515 | $5,680+120.3% | $6,842+82.9% | $3,740+234.6% |
| Admin fee / account holder | $2,406 | $6,053-60.2% | $9,309-74.2% | $5,306-54.7% |