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 | $24,768 | $76,407-67.6% | $150,298-83.5% | $82,448-70.0% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 41.52% | 39.99%+1.5pp | 62.79%-21.3pp | 41.64%-0.1pp |
| Employer contribution / active EE | $1,029 | $2,614-60.6% | $4,154-75.2% | $2,551-59.6% |
| Participant deferral / active EE | $3,312 | $3,214+3.0% | $5,453-39.3% | $4,139-20.0% |
| Admin fee / account holder | $1,595 | $6,352-74.9% | $14,116-88.7% | $7,234-77.9% |