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 5-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 | $15,276 | $81,233-81.2% | $155,567-90.2% | $80,874-81.1% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.2%-1.8pp | 67.6%+8.7pp |
| Annual return | 18.50% | 33.33%-14.8pp | 64.74%-46.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $4,414 | $3,101+42.4% | $4,674-5.6% | $2,756+60.2% |
| Participant deferral / active EE | $1,679 | $3,452-51.4% | $5,628-70.2% | $4,297-60.9% |
| Admin fee / account holder | $698 | $7,998-91.3% | $15,916-95.6% | $6,935-89.9% |