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 | $92,895 | $77,145+20.4% | $108,410-14.3% | $85,850+8.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.61% | 44.54%-27.9pp | 905.27%-888.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $4,348 | $2,379+82.7% | $3,558+22.2% | $2,565+69.5% |
| Participant deferral / active EE | $8,340 | $5,566+49.8% | $6,563+27.1% | $3,952+111.0% |
| Admin fee / account holder | $2,582 | $5,172-50.1% | $7,295-64.6% | $6,260-58.7% |