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 7-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 | $29,883 | $84,487-64.6% | $125,339-76.2% | $66,914-55.3% |
| Participation rate | 91.3% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.5pp |
| Annual return | 16.26% | -8.39%+24.7pp | 572.05%-555.8pp | 1.58%+14.7pp |
| Employer contribution / active EE | $5,465 | $3,553+53.8% | $4,814+13.5% | $2,544+114.8% |
| Participant deferral / active EE | $12,788 | $6,781+88.6% | $7,446+71.7% | $4,237+201.8% |
| Admin fee / account holder | $2,102 | $685+206.8% | $10,010-79.0% | $593+254.3% |