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 9-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 | $70,637 | $99,341-28.9% | $84,750-16.7% | $273,961-74.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.05% | 22.93%-9.9pp | 22.78%-9.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $11,065 | $4,214+162.6% | $3,574+209.6% | $4,869+127.3% |
| Participant deferral / active EE | $5,622 | $4,269+31.7% | $3,712+51.5% | $5,287+6.3% |
| Admin fee / account holder | $1,034 | $6,644-84.4% | $5,332-80.6% | $10,132-89.8% |