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 | $35,041 | $93,571-62.6% | $135,903-74.2% | $75,163-53.4% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 25.73% | 30.90%-5.2pp | 68.23%-42.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $2,513 | $3,537-28.9% | $4,856-48.3% | $2,670-5.9% |
| Participant deferral / active EE | $8,277 | $6,404+29.2% | $7,758+6.7% | $4,125+100.6% |
| Admin fee / account holder | $822 | $6,975-88.2% | $10,762-92.4% | $5,651-85.4% |