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 4-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 | $4,030 | $24,730-83.7% | $66,042-93.9% | $84,808-95.2% |
| Participation rate | 92.9% | 68.1%+24.8pp | 67.5%+25.4pp | 68.3%+24.5pp |
| Annual return | 16.83% | 79.55%-62.7pp | 52.11%-35.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $530 | $857-38.1% | $1,579-66.4% | $2,631-79.8% |
| Participant deferral / active EE | $1,833 | $1,737+5.6% | $2,835-35.3% | $4,212-56.5% |
| Admin fee / account holder | $1,228 | $3,014-59.2% | $5,747-78.6% | $7,344-83.3% |