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 | $194,425 | $198,466-2.0% | $170,442+14.1% | $147,584+31.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.47% | 257.29%-237.8pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $6,479 | $6,184+4.8% | $5,433+19.3% | $4,876+32.9% |
| Participant deferral / active EE | $5,623 | $5,629-0.1% | $4,939+13.8% | $5,439+3.4% |
| Admin fee / account holder | $2,529 | $16,852-85.0% | $13,880-81.8% | $10,885-76.8% |