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 | $31,511 | $91,407-65.5% | $135,903-76.8% | $71,457-55.9% |
| Participation rate | 79.3% | 75.7%+3.6pp | 81.9%-2.6pp | 67.9%+11.4pp |
| Annual return | 28.39% | 29.90%-1.5pp | 68.23%-39.8pp | 28.85%-0.5pp |
| Employer contribution / active EE | $2,979 | $3,703-19.6% | $4,856-38.7% | $2,588+15.1% |
| Participant deferral / active EE | $6,127 | $7,092-13.6% | $7,758-21.0% | $4,289+42.8% |
| Admin fee / account holder | $4,705 | $1,266+271.7% | $10,762-56.3% | $1,587+196.4% |