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 8-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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,883 | $85,202-72.0% | $172,739-86.2% | $72,985-67.3% |
| Participation rate | 80.6% | 70.1%+10.6pp | 82.6%-2.0pp | 69.5%+11.2pp |
| Annual return | 20.76% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,808 | $3,324-45.6% | $5,143-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $4,083 | $3,260+25.2% | $5,198-21.4% | $3,607+13.2% |
| Admin fee / account holder | $376 | $5,884-93.6% | $13,954-97.3% | $5,124-92.7% |