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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,109 | $209,411+9.9% | $178,490+28.9% | $158,922+44.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.11% | 188.75%-179.6pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $8,899 | $5,706+56.0% | $5,011+77.6% | $4,761+86.9% |
| Participant deferral / active EE | $9,927 | $5,954+66.7% | $5,202+90.8% | $5,982+65.9% |
| Admin fee / account holder | $71,876 | $17,074+321.0% | $13,984+414.0% | $11,246+539.1% |