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 10-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 | $51,188 | $54,517-6.1% | $75,972-32.6% | $74,495-31.3% |
| Participation rate | 74.7% | 60.3%+14.4pp | 69.1%+5.7pp | 67.2%+7.5pp |
| Annual return | 139.42% | 31.82%+107.6pp | 359.55%-220.1pp | 1364.94%-1225.5pp |
| Employer contribution / active EE | $2,178 | $1,777+22.6% | $2,685-18.9% | $2,623-17.0% |
| Participant deferral / active EE | $4,221 | $3,066+37.7% | $4,255-0.8% | $4,346-2.9% |
| Admin fee / account holder | $4,083 | $2,229+83.2% | $6,467-36.9% | $1,942+110.3% |