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 | $75,025 | $85,766-12.5% | $136,294-45.0% | $70,131+7.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.40% | 31.45%-7.1pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $2,359 | $2,966-20.5% | $4,695-49.8% | $2,342+0.7% |
| Participant deferral / active EE | $5,484 | $5,051+8.6% | $6,247-12.2% | $3,332+64.6% |
| Admin fee / account holder | $2,973 | $5,420-45.2% | $9,243-67.8% | $4,645-36.0% |