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 | $15,108 | $48,230-68.7% | $67,502-77.6% | $80,856-81.3% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.6%+31.0pp |
| Annual return | 13.85% | 18.28%-4.4pp | 3512.12%-3498.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,247 | $2,020-38.2% | $2,731-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $1,438 | $2,924-50.8% | $4,000-64.0% | $4,296-66.5% |
| Admin fee / account holder | $1,418 | $3,681-61.5% | $3,998-64.5% | $6,918-79.5% |