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 | $33,332 | $80,753-58.7% | $136,294-75.5% | $62,292-46.5% |
| Participation rate | 72.0% | 73.5%-1.6pp | 81.9%-10.0pp | 69.5%+2.5pp |
| Annual return | 60.66% | 35.83%+24.8pp | 5155.94%-5095.3pp | 28.90%+31.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,536 | $5,164-31.5% | $6,247-43.4% | $3,169+11.6% |
| Admin fee / account holder | $1,587 | $525+202.0% | $9,243-82.8% | $479+231.0% |