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 3-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 | $1,956 | $25,014-92.2% | $69,647-97.2% | $80,856-97.6% |
| Participation rate | 80.8% | 64.2%+16.5pp | 66.5%+14.3pp | 67.6%+13.1pp |
| Annual return | 15.66% | 19.07%-3.4pp | 100.48%-84.8pp | 35.59%-19.9pp |
| Employer contribution / active EE | $684 | $993-31.1% | $1,712-60.1% | $2,755-75.2% |
| Participant deferral / active EE | $1,874 | $1,839+1.9% | $2,886-35.1% | $4,296-56.4% |
| Admin fee / account holder | $681 | $2,488-72.6% | $4,713-85.6% | $6,918-90.2% |