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 | $52,119 | $109,881-52.6% | $150,045-65.3% | $84,808-38.5% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 20.58% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,362 | $6,636-34.3% | $7,997-45.5% | $4,212+3.6% |
| Admin fee / account holder | $1,005 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |