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 | $69,187 | $76,000-9.0% | $154,107-55.1% | $64,186+7.8% |
| Participation rate | 78.8% | 70.4%+8.4pp | 83.0%-4.2pp | 69.6%+9.2pp |
| Annual return | 5.38% | 30.32%-24.9pp | 735.12%-729.7pp | 7.63%-2.3pp |
| Employer contribution / active EE | $612 | $3,351-81.7% | $5,298-88.5% | $2,381-74.3% |
| Participant deferral / active EE | $2,944 | $3,175-7.3% | $5,081-42.1% | $3,470-15.1% |
| Admin fee / account holder | $466 | $5,596-91.7% | $13,411-96.5% | $4,888-90.5% |