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 | $39,978 | $60,124-33.5% | $90,404-55.8% | $79,858-49.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.69% | 71.94%-56.3pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $5,675 | $2,068+174.5% | $3,262+74.0% | $2,471+129.7% |
| Participant deferral / active EE | $5,432 | $2,938+84.9% | $3,963+37.1% | $3,740+45.2% |
| Admin fee / account holder | $4,310 | $3,976+8.4% | $5,611-23.2% | $5,306-18.8% |