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 7-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 | $68,887 | $94,625-27.2% | $116,228-40.7% | $84,808-18.8% |
| Participation rate | 97.8% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.4pp |
| Annual return | 50.26% | 20.40%+29.9pp | 90.06%-39.8pp | 40.90%+9.4pp |
| Employer contribution / active EE | $3,442 | $2,347+46.7% | $2,994+14.9% | $2,631+30.8% |
| Participant deferral / active EE | $11,425 | $3,972+187.7% | $4,953+130.7% | $4,212+171.3% |
| Admin fee / account holder | $1,175 | $10,091-88.4% | $11,989-90.2% | $7,344-84.0% |