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 8-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 | $16,077 | $45,343-64.5% | $150,298-89.3% | $67,986-76.4% |
| Participation rate | 80.2% | 51.9%+28.3pp | 77.8%+2.4pp | 57.2%+23.0pp |
| Annual return | 34.09% | 33.28%+0.8pp | 62.79%-28.7pp | 31.67%+2.4pp |
| Employer contribution / active EE | $400 | $1,462-72.6% | $4,154-90.4% | $2,019-80.2% |
| Participant deferral / active EE | $3,349 | $2,055+63.0% | $5,453-38.6% | $3,358-0.3% |
| Admin fee / account holder | $406 | $2,250-81.9% | $14,116-97.1% | $3,203-87.3% |