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 | $71,838 | $80,753-11.0% | $136,294-47.3% | $62,292+15.3% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 37.16% | 35.83%+1.3pp | 5155.94%-5118.8pp | 28.90%+8.3pp |
| Employer contribution / active EE | $3,211 | $2,884+11.3% | $4,695-31.6% | $2,042+57.2% |
| Participant deferral / active EE | $33,797 | $5,164+554.5% | $6,247+441.0% | $3,169+966.5% |
| Admin fee / account holder | $778 | $525+48.0% | $9,243-91.6% | $479+62.2% |