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 3-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 | $31,567 | $52,450-39.8% | $129,295-75.6% | $74,546-57.7% |
| Participation rate | 94.3% | 53.8%+40.5pp | 69.6%+24.7pp | 67.2%+27.1pp |
| Annual return | 29.49% | 15.65%+13.8pp | 9429.28%-9399.8pp | 1366.03%-1336.5pp |
| Employer contribution / active EE | $5,902 | $1,532+285.2% | $4,157+42.0% | $2,624+124.9% |
| Participant deferral / active EE | $8,541 | $2,797+205.4% | $4,169+104.9% | $4,347+96.5% |
| Admin fee / account holder | $1,044 | $2,636-60.4% | $7,665-86.4% | $1,944-46.3% |