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 | $39,486 | $100,923-60.9% | $150,045-73.7% | $74,304-46.9% |
| Participation rate | 93.4% | 70.1%+23.3pp | 82.3%+11.1pp | 60.3%+33.0pp |
| Annual return | 175.13% | 51.77%+123.4pp | 62.55%+112.6pp | 29.43%+145.7pp |
| Employer contribution / active EE | $6,694 | $3,463+93.3% | $4,693+42.6% | $2,241+198.7% |
| Participant deferral / active EE | $9,732 | $6,709+45.0% | $7,997+21.7% | $3,767+158.3% |
| Admin fee / account holder | $1,820 | $2,767-34.2% | $13,435-86.4% | $2,969-38.7% |