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 | $131,665 | $60,323+118.3% | $81,812+60.9% | $74,495+76.7% |
| Participation rate | 82.5% | 62.9%+19.6pp | 72.3%+10.1pp | 67.2%+15.3pp |
| Annual return | 127.86% | 16.90%+111.0pp | 773.79%-645.9pp | 1364.94%-1237.1pp |
| Employer contribution / active EE | $2,243 | $2,620-14.4% | $2,912-23.0% | $2,623-14.5% |
| Participant deferral / active EE | $7,985 | $3,387+135.7% | $4,319+84.9% | $4,346+83.7% |
| Admin fee / account holder | $8,522 | $1,486+473.6% | $7,386+15.4% | $1,942+338.9% |