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 | $45,012 | $81,460-44.7% | $103,333-56.4% | $80,856-44.3% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.6%+13.4pp |
| Annual return | 23.47% | 25.55%-2.1pp | 24.88%-1.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $3,160 | $3,105+1.8% | $3,868-18.3% | $2,755+14.7% |
| Participant deferral / active EE | $8,960 | $3,869+131.6% | $5,057+77.2% | $4,296+108.6% |
| Admin fee / account holder | $3,371 | $6,566-48.7% | $8,355-59.7% | $6,918-51.3% |