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 | $15,275 | $48,046-68.2% | $84,611-81.9% | $72,985-79.1% |
| Participation rate | 87.6% | 57.6%+30.0pp | 68.2%+19.4pp | 69.5%+18.1pp |
| Annual return | 18.03% | 37.38%-19.4pp | 258.74%-240.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,135 | $1,602-29.2% | $2,652-57.2% | $2,440-53.5% |
| Participant deferral / active EE | $1,878 | $2,680-30.0% | $3,899-51.8% | $3,607-48.0% |
| Admin fee / account holder | $1,698 | $3,395-50.0% | $4,912-65.4% | $5,124-66.9% |