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 | $29,266 | $46,292-36.8% | $143,757-79.6% | $64,808-54.8% |
| Participation rate | 84.1% | 64.2%+19.9pp | 80.3%+3.8pp | 71.5%+12.7pp |
| Annual return | 567.46% | -10.05%+577.5pp | -0.04%+567.5pp | 32.82%+534.6pp |
| Employer contribution / active EE | $561 | $1,910-70.6% | $4,951-88.7% | $2,506-77.6% |
| Participant deferral / active EE | $2,856 | $2,646+8.0% | $5,637-49.3% | $4,310-33.7% |
| Admin fee / account holder | $3,764 | $154+2347.7% | $14,673-74.3% | $188+1904.2% |