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 | $62,443 | $96,305-35.2% | $80,569-22.5% | $139,434-55.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.36% | 1350.08%-1337.7pp | 935.43%-923.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,294 | $3,262-60.3% | $2,723-52.5% | $4,751-72.8% |
| Participant deferral / active EE | $6,222 | $5,232+18.9% | $4,447+39.9% | $6,710-7.3% |
| Admin fee / account holder | $2,058 | $6,599-68.8% | $5,377-61.7% | $11,403-81.9% |