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 6-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 | $45,495 | $99,957-54.5% | $149,696-69.6% | $73,488-38.1% |
| Participation rate | 90.0% | 75.7%+14.3pp | 82.5%+7.5pp | 70.7%+19.3pp |
| Annual return | 75.78% | 53.87%+21.9pp | 276.60%-200.8pp | 28.51%+47.3pp |
| Employer contribution / active EE | $3,899 | $3,191+22.2% | $4,644-16.0% | $2,270+71.8% |
| Participant deferral / active EE | $7,672 | $6,073+26.3% | $6,842+12.1% | $3,740+105.2% |
| Admin fee / account holder | $756 | $551+37.3% | $9,309-91.9% | $513+47.4% |