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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,402 | $88,751+188.9% | $81,812+213.4% | $145,922+75.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.74% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $31,344 | $3,083+916.6% | $2,912+976.3% | $4,660+572.7% |
| Participant deferral / active EE | $23,565 | $4,643+407.5% | $4,319+445.7% | $6,688+252.4% |
| Admin fee / account holder | $22,418 | $8,415+166.4% | $7,386+203.5% | $13,397+67.3% |