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 | $89,181 | $91,552-2.6% | $133,956-33.4% | $79,858+11.7% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.4pp | 69.6%+11.6pp |
| Annual return | 18.65% | 61.85%-43.2pp | 45.09%-26.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,763 | $2,384+99.8% | $3,919+21.5% | $2,471+92.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,357 | $6,321+0.6% | $8,927-28.8% | $5,306+19.8% |