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 5-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 | $46,344 | $88,360-47.6% | $145,433-68.1% | $67,986-31.8% |
| Participation rate | 75.2% | 65.5%+9.7pp | 82.1%-6.9pp | 57.2%+18.0pp |
| Annual return | 22.35% | 63.15%-40.8pp | 66.58%-44.2pp | 31.67%-9.3pp |
| Employer contribution / active EE | $1,926 | $3,054-36.9% | $4,554-57.7% | $2,019-4.6% |
| Participant deferral / active EE | $4,770 | $5,932-19.6% | $7,897-39.6% | $3,358+42.1% |
| Admin fee / account holder | $6,536 | $3,313+97.3% | $13,129-50.2% | $3,203+104.0% |