Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $25,592 | $55,932-54.2% | $76,735-66.6% | $67,986-62.4% |
| Participation rate | 91.9% | 50.8%+41.1pp | 69.5%+22.4pp | 57.2%+34.7pp |
| Annual return | 24.47% | 23.10%+1.4pp | 29.77%-5.3pp | 31.67%-7.2pp |
| Employer contribution / active EE | $3,025 | $1,487+103.5% | $2,454+23.3% | $2,019+49.9% |
| Participant deferral / active EE | $4,569 | $2,558+78.6% | $4,088+11.8% | $3,358+36.1% |
| Admin fee / account holder | $1,839 | $4,907-62.5% | $7,189-74.4% | $3,203-42.6% |