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 8-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 | $43,297 | $63,355-31.7% | $91,989-52.9% | $72,985-40.7% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 22.67% | 35.35%-12.7pp | 69.02%-46.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,884 | $2,116-10.9% | $3,452-45.4% | $2,440-22.8% |
| Participant deferral / active EE | $5,838 | $4,883+19.6% | $5,923-1.4% | $3,607+61.8% |
| Admin fee / account holder | $2,493 | $4,668-46.6% | $7,743-67.8% | $5,124-51.3% |