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 | $62,237 | $211,958-70.6% | $169,463-63.3% | $135,375-54.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.98% | 3.26%-5.2pp | 1.83%-3.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $20,000 | $5,120+290.6% | $4,159+380.9% | $4,779+318.5% |
| Participant deferral / active EE | $3,500 | $6,075-42.4% | $5,277-33.7% | $5,609-37.6% |
| Admin fee / account holder | $10,854 | $11,471-5.4% | $9,109+19.2% | $10,827+0.2% |