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 | $34,249 | $73,933-53.7% | $96,683-64.6% | $75,163-54.4% |
| Participation rate | 94.8% | 66.4%+28.4pp | 74.3%+20.4pp | 67.2%+27.6pp |
| Annual return | 20.19% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,278 | $2,928-22.2% | $3,737-39.0% | $2,670-14.7% |
| Participant deferral / active EE | $4,435 | $3,659+21.2% | $4,878-9.1% | $4,125+7.5% |
| Admin fee / account holder | $305 | $5,216-94.1% | $6,730-95.5% | $5,651-94.6% |