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 4-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 | $37,479 | $100,923-62.9% | $150,045-75.0% | $74,304-49.6% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 28.91% | 51.77%-22.9pp | 62.55%-33.6pp | 29.43%-0.5pp |
| Employer contribution / active EE | $2,642 | $3,463-23.7% | $4,693-43.7% | $2,241+17.9% |
| Participant deferral / active EE | $6,020 | $6,709-10.3% | $7,997-24.7% | $3,767+59.8% |
| Admin fee / account holder | $736 | $2,767-73.4% | $13,435-94.5% | $2,969-75.2% |