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 | $68,074 | $59,402+14.6% | $93,654-27.3% | $74,546-8.7% |
| Participation rate | 72.4% | 59.7%+12.7pp | 68.7%+3.7pp | 67.2%+5.2pp |
| Annual return | 15.01% | 81.86%-66.8pp | 133.34%-118.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $371 | $1,265-70.7% | $2,421-84.7% | $2,624-85.9% |
| Participant deferral / active EE | $5,065 | $3,049+66.1% | $4,413+14.8% | $4,347+16.5% |
| Admin fee / account holder | $3,744 | $3,023+23.9% | $8,282-54.8% | $1,944+92.6% |