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 5-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 | $4,080 | $24,730-83.5% | $66,042-93.8% | $84,808-95.2% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 68.3%+19.2pp |
| Annual return | 16.28% | 79.55%-63.3pp | 52.11%-35.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $495 | $857-42.3% | $1,579-68.7% | $2,631-81.2% |
| Participant deferral / active EE | $1,616 | $1,737-7.0% | $2,835-43.0% | $4,212-61.6% |
| Admin fee / account holder | $702 | $3,014-76.7% | $5,747-87.8% | $7,344-90.4% |