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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,988 | $109,359+211.8% | $162,163+110.3% | $72,985+367.2% |
| Participation rate | 98.9% | 84.3%+14.6pp | 87.6%+11.3pp | 69.5%+29.4pp |
| Annual return | 22.86% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $16,044 | $3,907+310.6% | $5,614+185.8% | $2,440+557.6% |
| Participant deferral / active EE | $11,162 | $5,481+103.7% | $7,298+53.0% | $3,607+209.4% |
| Admin fee / account holder | $15,242 | $7,972+91.2% | $10,843+40.6% | $5,124+197.4% |