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 4-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 | $3,632 | $31,310-88.4% | $53,898-93.3% | $74,304-95.1% |
| Participation rate | 80.2% | 30.7%+49.5pp | 55.0%+25.2pp | 60.3%+19.8pp |
| Annual return | 21.07% | 23.16%-2.1pp | 528.60%-507.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $216 | $450-52.0% | $932-76.8% | $2,241-90.4% |
| Participant deferral / active EE | $744 | $934-20.4% | $1,826-59.3% | $3,767-80.3% |
| Admin fee / account holder | $866 | $2,175-60.2% | $2,491-65.2% | $2,969-70.8% |