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 | $20,955 | $56,317-62.8% | $71,209-70.6% | $74,304-71.8% |
| Participation rate | 85.5% | 55.1%+30.4pp | 73.8%+11.8pp | 60.3%+25.2pp |
| Annual return | 550.53% | 42.83%+507.7pp | 282.51%+268.0pp | 29.43%+521.1pp |
| Employer contribution / active EE | $1,044 | $2,160-51.7% | $2,721-61.6% | $2,241-53.4% |
| Participant deferral / active EE | $3,864 | $2,788+38.6% | $4,175-7.5% | $3,767+2.6% |
| Admin fee / account holder | $1,263 | $2,290-44.8% | $5,349-76.4% | $2,969-57.5% |