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 | $68,074 | $59,417+14.6% | $93,606-27.3% | $74,495-8.6% |
| Participation rate | 72.4% | 59.7%+12.7pp | 68.7%+3.7pp | 67.2%+5.2pp |
| Annual return | 15.01% | 81.83%-66.8pp | 133.20%-118.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $371 | $1,264-70.6% | $2,420-84.7% | $2,623-85.9% |
| Participant deferral / active EE | $5,065 | $3,050+66.1% | $4,411+14.8% | $4,346+16.6% |
| Admin fee / account holder | $3,744 | $3,021+23.9% | $8,285-54.8% | $1,942+92.8% |