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 | $72,998 | $112,881-35.3% | $90,951-19.7% | $158,922-54.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 197.20% | 215.79%-18.6pp | 134.60%+62.6pp | 302.83%-105.6pp |
| Employer contribution / active EE | $3,120 | $2,893+7.9% | $2,122+47.0% | $4,761-34.5% |
| Participant deferral / active EE | $5,236 | $4,128+26.8% | $3,373+55.2% | $5,982-12.5% |
| Admin fee / account holder | $557 | $8,041-93.1% | $5,959-90.7% | $11,246-95.1% |