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 | $47,603 | $91,538-48.0% | $129,995-63.4% | $75,163-36.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.72% | -631.11%+649.8pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,320-73.0% | $2,670-56.3% |
| Participant deferral / active EE | $3,831 | $4,341-11.8% | $5,820-34.2% | $4,125-7.1% |
| Admin fee / account holder | $1,666 | $6,790-75.5% | $10,614-84.3% | $5,651-70.5% |