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 7-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 | $41,726 | $102,382-59.2% | $147,005-71.6% | $80,874-48.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.2%+13.7pp | 67.6%+28.2pp |
| Annual return | 39.92% | 134.89%-95.0pp | 418.76%-378.8pp | 35.62%+4.3pp |
| Employer contribution / active EE | $1,914 | $3,715-48.5% | $4,934-61.2% | $2,756-30.5% |
| Participant deferral / active EE | $10,525 | $6,646+58.4% | $8,070+30.4% | $4,297+144.9% |
| Admin fee / account holder | $3,771 | $7,942-52.5% | $13,006-71.0% | $6,935-45.6% |