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 | $60,500 | $102,317-40.9% | $146,958-58.8% | $80,856-25.2% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 14.91% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,140 | $3,713+11.5% | $4,933-16.1% | $2,755+50.3% |
| Participant deferral / active EE | $10,234 | $6,644+54.0% | $8,070+26.8% | $4,296+138.2% |
| Admin fee / account holder | $5,376 | $7,941-32.3% | $12,998-58.6% | $6,918-22.3% |