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 7-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 | $45,612 | $76,670-40.5% | $96,683-52.8% | $71,457-36.2% |
| Participation rate | 71.8% | 66.6%+5.2pp | 74.3%-2.6pp | 67.9%+3.9pp |
| Annual return | 34.90% | 48.29%-13.4pp | 35.69%-0.8pp | 28.85%+6.0pp |
| Employer contribution / active EE | $4,041 | $3,031+33.3% | $3,737+8.1% | $2,588+56.2% |
| Participant deferral / active EE | $7,285 | $3,771+93.2% | $4,878+49.3% | $4,289+69.9% |
| Admin fee / account holder | $5,500 | $2,028+171.2% | $6,730-18.3% | $1,587+246.5% |