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 6-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 | $23,200 | $55,932-58.5% | $76,735-69.8% | $67,986-65.9% |
| Participation rate | 87.4% | 50.8%+36.6pp | 69.5%+17.9pp | 57.2%+30.2pp |
| Annual return | 71.11% | 23.10%+48.0pp | 29.77%+41.3pp | 31.67%+39.4pp |
| Employer contribution / active EE | $1,422 | $1,487-4.3% | $2,454-42.1% | $2,019-29.6% |
| Participant deferral / active EE | $4,041 | $2,558+58.0% | $4,088-1.1% | $3,358+20.3% |
| Admin fee / account holder | $2,731 | $4,907-44.3% | $7,189-62.0% | $3,203-14.7% |