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 | $64,204 | $54,705+17.4% | $71,209-9.8% | $84,808-24.3% |
| Participation rate | 95.9% | 64.1%+31.8pp | 73.8%+22.2pp | 68.3%+27.6pp |
| Annual return | 59.86% | 35.90%+24.0pp | 282.51%-222.6pp | 40.90%+19.0pp |
| Employer contribution / active EE | $2,822 | $2,158+30.8% | $2,721+3.7% | $2,631+7.3% |
| Participant deferral / active EE | $6,337 | $3,030+109.1% | $4,175+51.8% | $4,212+50.5% |
| Admin fee / account holder | $1,203 | $4,863-75.3% | $5,349-77.5% | $7,344-83.6% |