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 3-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 | $2,167 | $25,014-91.3% | $69,647-96.9% | $80,856-97.3% |
| Participation rate | 76.5% | 64.2%+12.2pp | 66.5%+10.0pp | 67.6%+8.8pp |
| Annual return | 14.75% | 19.07%-4.3pp | 100.48%-85.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $763 | $993-23.1% | $1,712-55.4% | $2,755-72.3% |
| Participant deferral / active EE | $1,514 | $1,839-17.7% | $2,886-47.5% | $4,296-64.7% |
| Admin fee / account holder | $311 | $2,488-87.5% | $4,713-93.4% | $6,918-95.5% |