Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $37,479 | $88,360-57.6% | $145,433-74.2% | $67,986-44.9% |
| Participation rate | 94.3% | 65.5%+28.9pp | 82.1%+12.2pp | 57.2%+37.1pp |
| Annual return | 28.91% | 63.15%-34.2pp | 66.58%-37.7pp | 31.67%-2.8pp |
| Employer contribution / active EE | $2,642 | $3,054-13.5% | $4,554-42.0% | $2,019+30.9% |
| Participant deferral / active EE | $6,020 | $5,932+1.5% | $7,897-23.8% | $3,358+79.3% |
| Admin fee / account holder | $736 | $3,313-77.8% | $13,129-94.4% | $3,203-77.0% |