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 | $58,091 | $91,538-36.5% | $129,995-55.3% | $75,163-22.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.46% | -631.11%+649.6pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $6,285 | $2,845+120.9% | $4,320+45.5% | $2,670+135.4% |
| Participant deferral / active EE | $4,745 | $4,341+9.3% | $5,820-18.5% | $4,125+15.0% |
| Admin fee / account holder | $823 | $6,790-87.9% | $10,614-92.2% | $5,651-85.4% |