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 9-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 | $38,919 | $55,415-29.8% | $155,509-75.0% | $74,495-47.8% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 16.56% | 268.50%-251.9pp | 64.67%-48.1pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $795 | $2,267-64.9% | $4,672-83.0% | $2,623-69.7% |
| Participant deferral / active EE | $4,111 | $2,836+44.9% | $5,626-26.9% | $4,346-5.4% |
| Admin fee / account holder | $1,429 | $1,738-17.8% | $15,912-91.0% | $1,942-26.4% |