Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $128,341 | $102,382+25.4% | $147,005-12.7% | $80,874+58.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.95% | 134.89%-108.9pp | 418.76%-392.8pp | 35.62%-9.7pp |
| Employer contribution / active EE | $1,359 | $3,715-63.4% | $4,934-72.5% | $2,756-50.7% |
| Participant deferral / active EE | $9,643 | $6,646+45.1% | $8,070+19.5% | $4,297+124.4% |
| Admin fee / account holder | $7,019 | $7,942-11.6% | $13,006-46.0% | $6,935+1.2% |