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 | $57,639 | $102,604-43.8% | $86,188-33.1% | $139,434-58.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.86% | 1922.51%-1905.6pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,450 | $3,032-52.2% | $2,380-39.1% | $4,751-69.5% |
| Participant deferral / active EE | $3,096 | $4,676-33.8% | $3,985-22.3% | $6,710-53.9% |
| Admin fee / account holder | $2,372 | $8,657-72.6% | $6,852-65.4% | $11,403-79.2% |