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 | $51,149 | $78,976-35.2% | $100,383-49.0% | $74,546-31.4% |
| Participation rate | 72.0% | 79.5%-7.5pp | 81.5%-9.5pp | 67.2%+4.8pp |
| Annual return | 20.27% | 20.62%-0.3pp | 49.26%-29.0pp | 1366.03%-1345.8pp |
| Employer contribution / active EE | $3,558 | $3,019+17.9% | $3,944-9.8% | $2,624+35.6% |
| Participant deferral / active EE | $6,830 | $7,758-12.0% | $8,086-15.5% | $4,347+57.1% |
| Admin fee / account holder | $4,516 | $1,330+239.6% | $7,900-42.8% | $1,944+132.4% |