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 8-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 | $14,937 | $52,279-71.4% | $89,391-83.3% | $79,858-81.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 23.02% | 22.16%+0.9pp | 245.62%-222.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,701 | $1,572+135.5% | $2,586+43.1% | $2,471+49.8% |
| Participant deferral / active EE | $2,685 | $2,740-2.0% | $3,890-31.0% | $3,740-28.2% |
| Admin fee / account holder | $668 | $3,356-80.1% | $4,881-86.3% | $5,306-87.4% |