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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,588 | $117,841+163.6% | $102,423+203.2% | $145,922+112.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.02% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $9,148 | $3,615+153.1% | $3,023+202.6% | $4,660+96.3% |
| Participant deferral / active EE | $8,529 | $5,731+48.8% | $5,053+68.8% | $6,688+27.5% |
| Admin fee / account holder | $1,070 | $13,326-92.0% | $9,451-88.7% | $13,397-92.0% |