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 | $60,261+118.5% | $81,783+61.0% | $74,546+76.6% |
| Participation rate | 82.5% | 62.9%+19.6pp | 72.4%+10.1pp | 67.2%+15.2pp |
| Annual return | 127.86% | 16.88%+111.0pp | 775.05%-647.2pp | 1366.03%-1238.2pp |
| Employer contribution / active EE | $2,243 | $2,622-14.5% | $2,913-23.0% | $2,624-14.5% |
| Participant deferral / active EE | $7,985 | $3,388+135.7% | $4,320+84.8% | $4,347+83.7% |
| Admin fee / account holder | $8,522 | $1,482+474.8% | $7,380+15.5% | $1,944+338.5% |