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 | $22,234 | $60,323-63.1% | $81,812-72.8% | $74,495-70.2% |
| Participation rate | 83.6% | 62.9%+20.8pp | 72.3%+11.3pp | 67.2%+16.4pp |
| Annual return | 12.94% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $796 | $2,620-69.6% | $2,912-72.7% | $2,623-69.6% |
| Participant deferral / active EE | $2,491 | $3,387-26.5% | $4,319-42.3% | $4,346-42.7% |
| Admin fee / account holder | $1,465 | $1,486-1.4% | $7,386-80.2% | $1,942-24.5% |