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 | $120,123 | $57,281+109.7% | $86,612+38.7% | $75,163+59.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.18% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,580 | $2,314+313.9% | $3,022+217.0% | $2,670+258.8% |
| Participant deferral / active EE | $10,249 | $3,318+208.9% | $4,438+131.0% | $4,125+148.5% |
| Admin fee / account holder | $22,799 | $4,112+454.5% | $5,614+306.1% | $5,651+303.5% |