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 | $59,778 | $89,355-33.1% | $141,162-57.7% | $72,985-18.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 106.31% | 111.85%-5.5pp | 71.39%+34.9pp | 81.00%+25.3pp |
| Employer contribution / active EE | $3,742 | $3,114+20.2% | $4,735-21.0% | $2,440+53.4% |
| Participant deferral / active EE | $10,442 | $5,418+92.7% | $6,709+55.6% | $3,607+189.5% |
| Admin fee / account holder | $2,472 | $5,958-58.5% | $10,261-75.9% | $5,124-51.8% |