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 9-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 | $42,561 | $79,171-46.2% | $102,423-58.4% | $74,495-42.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 155.30% | 54.93%+100.4pp | 29.32%+126.0pp | 1364.94%-1209.6pp |
| Employer contribution / active EE | $1,970 | $2,362-16.6% | $3,023-34.8% | $2,623-24.9% |
| Participant deferral / active EE | $3,606 | $4,415-18.3% | $5,053-28.6% | $4,346-17.0% |
| Admin fee / account holder | $976 | $2,001-51.2% | $9,451-89.7% | $1,942-49.7% |