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 | $27,089 | $102,317-73.5% | $146,958-81.6% | $80,856-66.5% |
| Participation rate | 94.4% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 34.39% | 134.76%-100.4pp | 418.34%-383.9pp | 35.59%-1.2pp |
| Employer contribution / active EE | $2,030 | $3,713-45.3% | $4,933-58.8% | $2,755-26.3% |
| Participant deferral / active EE | $3,746 | $6,644-43.6% | $8,070-53.6% | $4,296-12.8% |
| Admin fee / account holder | $1,459 | $7,941-81.6% | $12,998-88.8% | $6,918-78.9% |