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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $378,251 | $232,540+62.7% | $185,117+104.3% | $147,584+156.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.80% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $10,636 | $5,195+104.7% | $4,182+154.3% | $4,876+118.1% |
| Participant deferral / active EE | $7,197 | $5,834+23.4% | $5,045+42.7% | $5,439+32.3% |
| Admin fee / account holder | $7,706 | $10,275-25.0% | $8,159-5.6% | $10,885-29.2% |