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 | $151,901 | $109,817+38.3% | $98,442+54.3% | $167,490-9.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.45% | 1956.69%-1939.2pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $15,250 | $3,224+373.0% | $2,960+415.2% | $4,837+215.2% |
| Participant deferral / active EE | $11,917 | $4,673+155.0% | $4,276+178.7% | $6,341+87.9% |
| Admin fee / account holder | $64,822 | $6,753+860.0% | $5,949+989.6% | $12,309+426.6% |