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 | $64,164 | $106,749-39.9% | $145,433-55.9% | $82,448-22.2% |
| Participation rate | 92.4% | 75.6%+16.8pp | 82.1%+10.3pp | 68.1%+24.4pp |
| Annual return | 22.15% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $10,009 | $3,444+190.6% | $4,554+119.8% | $2,551+292.4% |
| Participant deferral / active EE | $17,179 | $6,519+163.5% | $7,897+117.5% | $4,139+315.0% |
| Admin fee / account holder | $4,111 | $8,390-51.0% | $13,129-68.7% | $7,234-43.2% |