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 | $17,409 | $48,750-64.3% | $88,946-80.4% | $74,304-76.6% |
| Participation rate | 81.0% | 44.5%+36.5pp | 68.8%+12.2pp | 60.3%+20.7pp |
| Annual return | 15.10% | 25.91%-10.8pp | 57.82%-42.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $446 | $1,255-64.4% | $2,555-82.5% | $2,241-80.1% |
| Participant deferral / active EE | $1,816 | $2,423-25.0% | $4,581-60.4% | $3,767-51.8% |
| Admin fee / account holder | $1,405 | $3,756-62.6% | $8,261-83.0% | $2,969-52.7% |