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 | $48,412 | $88,634-45.4% | $101,326-52.2% | $74,304-34.8% |
| Participation rate | 95.8% | 76.9%+19.0pp | 81.5%+14.3pp | 60.3%+35.5pp |
| Annual return | 343.05% | 33.10%+310.0pp | 36.82%+306.2pp | 29.43%+313.6pp |
| Employer contribution / active EE | $6,023 | $2,930+105.5% | $3,665+64.3% | $2,241+168.7% |
| Participant deferral / active EE | $11,577 | $7,322+58.1% | $7,994+44.8% | $3,767+207.3% |
| Admin fee / account holder | $2,509 | $2,425+3.5% | $11,185-77.6% | $2,969-15.5% |