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 | $53,879 | $48,364+11.4% | $71,796-25.0% | $62,891-14.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 86.40% | 13.16%+73.2pp | 78.04%+8.4pp | 20.14%+66.3pp |
| Employer contribution / active EE | $2,713 | $1,042+160.4% | $1,924+41.0% | $2,281+18.9% |
| Participant deferral / active EE | $3,089 | $2,091+47.7% | $2,794+10.5% | $3,203-3.6% |
| Admin fee / account holder | $2,976 | $3,771-21.1% | $4,815-38.2% | $4,296-30.7% |