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 | $88,986 | $64,707+37.5% | $112,228-20.7% | $68,494+29.9% |
| Participation rate | 70.3% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.4pp |
| Annual return | -16.42% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $18,315 | $2,746+567.0% | $3,635+403.9% | $2,596+605.4% |
| Participant deferral / active EE | $3,013 | $3,565-15.5% | $4,728-36.3% | $4,027-25.2% |
| Admin fee / account holder | $4,269 | $5,232-18.4% | $6,410-33.4% | $5,403-21.0% |