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 | $203,683 | $181,894+12.0% | $156,549+30.1% | $273,961-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.05% | 30.74%-19.7pp | 32.23%-21.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $7,500 | $6,248+20.0% | $5,501+36.3% | $4,869+54.0% |
| Participant deferral / active EE | $9,981 | $5,550+79.8% | $4,871+104.9% | $5,287+88.8% |
| Admin fee / account holder | $19,937 | $15,559+28.1% | $13,027+53.0% | $10,132+96.8% |