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 4-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 | $26,596 | $81,460-67.4% | $103,333-74.3% | $80,856-67.1% |
| Participation rate | 91.0% | 66.8%+24.2pp | 74.5%+16.5pp | 67.6%+23.4pp |
| Annual return | 35.49% | 25.55%+9.9pp | 24.88%+10.6pp | 35.59%-0.1pp |
| Employer contribution / active EE | $3,314 | $3,105+6.7% | $3,868-14.3% | $2,755+20.3% |
| Participant deferral / active EE | $9,142 | $3,869+136.3% | $5,057+80.8% | $4,296+112.8% |
| Admin fee / account holder | $3,315 | $6,566-49.5% | $8,355-60.3% | $6,918-52.1% |