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 | $14,837 | $84,233-82.4% | $170,442-91.3% | $70,131-78.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.69% | 23.06%-0.4pp | 205.93%-183.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $3,900 | $3,387+15.1% | $5,433-28.2% | $2,342+66.5% |
| Participant deferral / active EE | $3,118 | $3,086+1.0% | $4,939-36.9% | $3,332-6.4% |
| Admin fee / account holder | $407 | $5,698-92.8% | $13,880-97.1% | $4,645-91.2% |