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 | $109,695 | $84,695+29.5% | $73,843+48.6% | $125,391-12.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.37% | 3123.53%-3123.2pp | 2267.84%-2267.5pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,833 | $3,123-41.3% | $2,787-34.2% | $4,866-62.3% |
| Participant deferral / active EE | $825 | $3,992-79.3% | $3,583-77.0% | $5,352-84.6% |
| Admin fee / account holder | $2,610 | $5,691-54.1% | $4,880-46.5% | $9,540-72.6% |