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 3-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 | $19,155 | $49,657-61.4% | $93,063-79.4% | $67,986-71.8% |
| Participation rate | 97.7% | 49.9%+47.7pp | 72.1%+25.5pp | 57.2%+40.5pp |
| Annual return | 234.43% | 26.27%+208.2pp | 34.15%+200.3pp | 31.67%+202.8pp |
| Employer contribution / active EE | $3,116 | $1,279+143.7% | $2,476+25.8% | $2,019+54.3% |
| Participant deferral / active EE | $8,659 | $2,484+248.6% | $3,958+118.8% | $3,358+157.9% |
| Admin fee / account holder | $1,227 | $2,843-56.8% | $6,033-79.7% | $3,203-61.7% |