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 | $292,330 | $109,413+167.2% | $156,263+87.1% | $84,808+244.7% |
| Participation rate | 93.5% | 72.7%+20.8pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 19.60% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,033 | $2,907+4.3% | $4,333-30.0% | $2,631+15.3% |
| Participant deferral / active EE | $6,711 | $4,590+46.2% | $6,158+9.0% | $4,212+59.3% |
| Admin fee / account holder | $2,898 | $9,357-69.0% | $14,255-79.7% | $7,344-60.5% |