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 | $45,403 | $56,053-19.0% | $75,972-40.2% | $80,856-43.8% |
| Participation rate | 92.0% | 62.0%+30.0pp | 69.1%+23.0pp | 67.6%+24.4pp |
| Annual return | 15.70% | 20.53%-4.8pp | 359.55%-343.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,259 | $1,874+20.5% | $2,685-15.9% | $2,755-18.0% |
| Participant deferral / active EE | $4,918 | $3,052+61.2% | $4,255+15.6% | $4,296+14.5% |
| Admin fee / account holder | $2,071 | $5,234-60.4% | $6,467-68.0% | $6,918-70.1% |