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 | $100,093 | $99,985+0.1% | $146,665-31.8% | $85,850+16.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.73% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,573 | $2,559+39.6% | $4,136-13.6% | $2,565+39.3% |
| Participant deferral / active EE | $10,064 | $4,006+151.2% | $5,506+82.8% | $3,952+154.7% |
| Admin fee / account holder | $16,081 | $7,702+108.8% | $10,280+56.4% | $6,260+156.9% |