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 | $40,784 | $57,651-29.3% | $112,229-63.7% | $71,457-42.9% |
| Participation rate | 90.9% | 58.9%+32.0pp | 72.4%+18.5pp | 67.9%+23.0pp |
| Annual return | 16.54% | 18.32%-1.8pp | 30.20%-13.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,315 | $1,913+230.0% | $3,430+84.1% | $2,588+144.1% |
| Participant deferral / active EE | $3,228 | $2,863+12.7% | $4,798-32.7% | $4,289-24.7% |
| Admin fee / account holder | $448 | $1,581-71.7% | $7,748-94.2% | $1,587-71.8% |