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 4-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 | $29,263 | $70,669-58.6% | $169,368-82.7% | $75,163-61.1% |
| Participation rate | 94.4% | 64.8%+29.7pp | 77.1%+17.3pp | 67.2%+27.3pp |
| Annual return | 165.70% | 36.36%+129.3pp | 405.60%-239.9pp | 160.62%+5.1pp |
| Employer contribution / active EE | $4,879 | $2,211+120.7% | $4,013+21.6% | $2,670+82.7% |
| Participant deferral / active EE | $5,396 | $4,311+25.2% | $6,221-13.3% | $4,125+30.8% |
| Admin fee / account holder | $1,558 | $5,402-71.2% | $9,003-82.7% | $5,651-72.4% |