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 | $19,241 | $64,839-70.3% | $95,585-79.9% | $84,808-77.3% |
| Participation rate | 90.4% | 63.8%+26.5pp | 72.1%+18.3pp | 68.3%+22.1pp |
| Annual return | 24.50% | -670.96%+695.5pp | 38.56%-14.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,450 | $1,759-17.6% | $2,527-42.6% | $2,631-44.9% |
| Participant deferral / active EE | $2,637 | $2,965-11.1% | $4,023-34.5% | $4,212-37.4% |
| Admin fee / account holder | $405 | $5,964-93.2% | $6,127-93.4% | $7,344-94.5% |