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 | $42,093 | $65,041-35.3% | $90,951-53.7% | $79,858-47.3% |
| Participation rate | 91.3% | 61.6%+29.6pp | 69.0%+22.2pp | 69.6%+21.6pp |
| Annual return | 16.89% | 30.45%-13.6pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,330 | $1,247+247.2% | $2,122+104.1% | $2,471+75.3% |
| Participant deferral / active EE | $2,871 | $2,512+14.3% | $3,373-14.9% | $3,740-23.2% |
| Admin fee / account holder | $2,008 | $4,536-55.7% | $5,959-66.3% | $5,306-62.2% |