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 | $30,451 | $99,957-69.5% | $149,696-79.7% | $73,488-58.6% |
| Participation rate | 87.1% | 75.7%+11.4pp | 82.5%+4.7pp | 70.7%+16.4pp |
| Annual return | 20.47% | 53.87%-33.4pp | 276.60%-256.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $3,437 | $3,191+7.7% | $4,644-26.0% | $2,270+51.4% |
| Participant deferral / active EE | $6,507 | $6,073+7.2% | $6,842-4.9% | $3,740+74.0% |
| Admin fee / account holder | $1,576 | $551+186.2% | $9,309-83.1% | $513+207.2% |