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 | $17,966 | $57,590-68.8% | $86,233-79.2% | $82,448-78.2% |
| Participation rate | 91.2% | 57.9%+33.4pp | 69.0%+22.2pp | 68.1%+23.2pp |
| Annual return | 16.37% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,084 | $1,655+86.3% | $2,504+23.1% | $2,551+20.9% |
| Participant deferral / active EE | $5,919 | $3,080+92.2% | $4,559+29.8% | $4,139+43.0% |
| Admin fee / account holder | $6,243 | $4,730+32.0% | $8,342-25.2% | $7,234-13.7% |