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 | $14,844 | $49,173-69.8% | $121,098-87.7% | $75,163-80.3% |
| Participation rate | 87.4% | 55.4%+32.0pp | 69.5%+17.9pp | 67.2%+20.2pp |
| Annual return | 18.79% | 55.99%-37.2pp | 985.75%-967.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $693 | $1,546-55.2% | $4,164-83.4% | $2,670-74.1% |
| Participant deferral / active EE | $2,445 | $2,628-7.0% | $4,080-40.1% | $4,125-40.7% |
| Admin fee / account holder | $523 | $3,942-86.7% | $5,644-90.7% | $5,651-90.7% |