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 5-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 | $34,617 | $81,625-57.6% | $167,512-79.3% | $74,304-53.4% |
| Participation rate | 80.7% | 60.0%+20.7pp | 77.1%+3.6pp | 60.3%+20.4pp |
| Annual return | 131.81% | 26.09%+105.7pp | 1615.79%-1484.0pp | 29.43%+102.4pp |
| Employer contribution / active EE | $1,770 | $2,010-11.9% | $3,882-54.4% | $2,241-21.0% |
| Participant deferral / active EE | $2,722 | $4,115-33.9% | $6,405-57.5% | $3,767-27.7% |
| Admin fee / account holder | $991 | $3,474-71.5% | $9,769-89.9% | $2,969-66.6% |