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 10-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 | $42,019 | $95,453-56.0% | $112,040-62.5% | $82,448-49.0% |
| Participation rate | 94.8% | 72.8%+22.0pp | 76.5%+18.3pp | 68.1%+26.7pp |
| Annual return | 17.21% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,218 | $2,318-4.3% | $2,954-24.9% | $2,551-13.1% |
| Participant deferral / active EE | $3,997 | $4,224-5.4% | $5,098-21.6% | $4,139-3.4% |
| Admin fee / account holder | $1,791 | $9,013-80.1% | $12,098-85.2% | $7,234-75.2% |