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 | $32,441 | $101,724-68.1% | $164,813-80.3% | $80,856-59.9% |
| Participation rate | 98.6% | 71.8%+26.8pp | 78.6%+20.0pp | 67.6%+31.0pp |
| Annual return | 19.58% | 16.72%+2.9pp | 69.93%-50.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,884 | $2,953-2.4% | $4,341-33.6% | $2,755+4.7% |
| Participant deferral / active EE | $4,827 | $4,477+7.8% | $6,031-20.0% | $4,296+12.4% |
| Admin fee / account holder | $714 | $8,227-91.3% | $12,690-94.4% | $6,918-89.7% |