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 5-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 | $2,376 | $29,660-92.0% | $56,411-95.8% | $80,856-97.1% |
| Participation rate | 77.1% | 41.6%+35.4pp | 52.5%+24.6pp | 67.6%+9.4pp |
| Annual return | 28.98% | 35.23%-6.3pp | 1701.33%-1672.4pp | 35.59%-6.6pp |
| Employer contribution / active EE | $283 | $669-57.8% | $1,039-72.8% | $2,755-89.7% |
| Participant deferral / active EE | $517 | $1,226-57.8% | $1,952-73.5% | $4,296-88.0% |
| Admin fee / account holder | $301 | $2,428-87.6% | $2,829-89.3% | $6,918-95.6% |