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 | $31,190 | $41,078-24.1% | $80,569-61.3% | $71,457-56.4% |
| Participation rate | 94.2% | 50.2%+44.0pp | 67.0%+27.2pp | 67.9%+26.3pp |
| Annual return | 66.90% | 38.45%+28.4pp | 935.43%-868.5pp | 28.85%+38.0pp |
| Employer contribution / active EE | $1,467 | $1,506-2.6% | $2,723-46.1% | $2,588-43.3% |
| Participant deferral / active EE | $4,541 | $2,699+68.2% | $4,447+2.1% | $4,289+5.9% |
| Admin fee / account holder | $2,451 | $1,840+33.2% | $5,377-54.4% | $1,587+54.4% |