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 | $70,281 | $102,317-31.3% | $146,958-52.2% | $80,856-13.1% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 18.43% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,892 | $3,713+85.6% | $4,933+39.7% | $2,755+150.2% |
| Participant deferral / active EE | $18,196 | $6,644+173.9% | $8,070+125.5% | $4,296+323.6% |
| Admin fee / account holder | $1,962 | $7,941-75.3% | $12,998-84.9% | $6,918-71.6% |