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 | $99,999 | $144,119-30.6% | $117,854-15.2% | $147,584-32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.55% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,736 | $4,896-23.7% | $3,786-1.3% | $4,876-23.4% |
| Participant deferral / active EE | $2,320 | $5,316-56.4% | $4,482-48.2% | $5,439-57.3% |
| Admin fee / account holder | $2,876 | $10,886-73.6% | $8,020-64.1% | $10,885-73.6% |