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 9-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 | $37,474 | $105,181-64.4% | $159,436-76.5% | $85,850-56.3% |
| Participation rate | 75.5% | 75.8%-0.2pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 37.25% | 45.07%-7.8pp | 263.57%-226.3pp | 318.53%-281.3pp |
| Employer contribution / active EE | $2,830 | $3,318-14.7% | $4,829-41.4% | $2,565+10.3% |
| Participant deferral / active EE | $6,225 | $5,945+4.7% | $7,352-15.3% | $3,952+57.5% |
| Admin fee / account holder | $6,790 | $6,933-2.1% | $10,799-37.1% | $6,260+8.5% |