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 | $36,642 | $56,423-35.1% | $77,163-52.5% | $71,457-48.7% |
| Participation rate | 76.9% | 64.3%+12.6pp | 69.6%+7.4pp | 67.9%+9.0pp |
| Annual return | 548.67% | 19.05%+529.6pp | 37.87%+510.8pp | 28.85%+519.8pp |
| Employer contribution / active EE | $2,021 | $1,866+8.3% | $2,535-20.3% | $2,588-21.9% |
| Participant deferral / active EE | $3,500 | $3,142+11.4% | $3,833-8.7% | $4,289-18.4% |
| Admin fee / account holder | $473 | $1,429-66.9% | $5,472-91.4% | $1,587-70.2% |