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 | $62,962 | $91,407-31.1% | $135,903-53.7% | $71,457-11.9% |
| Participation rate | 88.3% | 75.7%+12.7pp | 81.9%+6.4pp | 67.9%+20.4pp |
| Annual return | 21.14% | 29.90%-8.8pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $5,834 | $3,703+57.5% | $4,856+20.1% | $2,588+125.5% |
| Participant deferral / active EE | $10,086 | $7,092+42.2% | $7,758+30.0% | $4,289+135.2% |
| Admin fee / account holder | $764 | $1,266-39.6% | $10,762-92.9% | $1,587-51.9% |