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 6-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 | $19,680 | $45,863-57.1% | $77,024-74.4% | $68,494-71.3% |
| Participation rate | 81.8% | 55.9%+25.9pp | 67.9%+13.9pp | 67.9%+13.9pp |
| Annual return | -14.27% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,171 | $1,650+31.6% | $2,812-22.8% | $2,596-16.4% |
| Participant deferral / active EE | $3,948 | $2,962+33.3% | $4,426-10.8% | $4,027-2.0% |
| Admin fee / account holder | $2,205 | $3,041-27.5% | $5,425-59.4% | $5,403-59.2% |