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).
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 | $35,477 | $105,181-66.3% | $159,436-77.7% | $85,850-58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 69.40% | 45.07%+24.3pp | 263.57%-194.2pp | 318.53%-249.1pp |
| Employer contribution / active EE | $1,965 | $3,318-40.8% | $4,829-59.3% | $2,565-23.4% |
| Participant deferral / active EE | $6,228 | $5,945+4.8% | $7,352-15.3% | $3,952+57.6% |
| Admin fee / account holder | $842 | $6,933-87.9% | $10,799-92.2% | $6,260-86.5% |