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 | $52,522 | $76,050-30.9% | $96,544-45.6% | $71,457-26.5% |
| Participation rate | 89.2% | 74.4%+14.8pp | 76.0%+13.2pp | 67.9%+21.3pp |
| Annual return | 15.63% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,647 | $2,244-26.6% | $2,965-44.4% | $2,588-36.3% |
| Participant deferral / active EE | $2,958 | $4,215-29.8% | $4,851-39.0% | $4,289-31.0% |
| Admin fee / account holder | $2,773 | $2,707+2.4% | $8,252-66.4% | $1,587+74.7% |