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 4-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 | $56,058 | $78,485-28.6% | $106,213-47.2% | $74,495-24.7% |
| Participation rate | 90.4% | 72.8%+17.6pp | 75.3%+15.2pp | 67.2%+23.2pp |
| Annual return | 26.97% | 15.95%+11.0pp | 116.14%-89.2pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $7,678 | $2,523+204.3% | $3,171+142.1% | $2,623+192.7% |
| Participant deferral / active EE | $14,692 | $4,322+239.9% | $5,016+192.9% | $4,346+238.1% |
| Admin fee / account holder | $1,428 | $2,232-36.0% | $11,033-87.1% | $1,942-26.4% |