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 | $63,755 | $157,256-59.5% | $141,162-54.8% | $152,861-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.00% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $945 | $5,261-82.0% | $4,735-80.0% | $4,762-80.1% |
| Participant deferral / active EE | $2,734 | $7,109-61.5% | $6,709-59.2% | $5,850-53.3% |
| Admin fee / account holder | $1,576 | $12,120-87.0% | $10,261-84.6% | $11,596-86.4% |