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 10-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 | $60,288 | $86,929-30.6% | $102,423-41.1% | $80,856-25.4% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 10.60% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,828 | $2,369+61.5% | $3,023+26.6% | $2,755+38.9% |
| Participant deferral / active EE | $2,759 | $4,118-33.0% | $5,053-45.4% | $4,296-35.8% |
| Admin fee / account holder | $691 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |