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 | $59,003 | $104,475-43.5% | $159,436-63.0% | $79,386-25.7% |
| Participation rate | 89.0% | 76.6%+12.4pp | 82.8%+6.2pp | 70.7%+18.3pp |
| Annual return | 29.98% | 67.95%-38.0pp | 263.57%-233.6pp | 116.85%-86.9pp |
| Employer contribution / active EE | $2,074 | $3,417-39.3% | $4,829-57.0% | $2,427-14.5% |
| Participant deferral / active EE | $7,377 | $6,467+14.1% | $7,352+0.3% | $4,046+82.4% |
| Admin fee / account holder | $7,364 | $711+935.6% | $10,799-31.8% | $626+1075.6% |