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 | $41,890 | $45,152-7.2% | $73,843-43.3% | $59,632-29.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.78% | 27.40%-26.6pp | 2267.84%-2267.1pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $3,617 | $1,902+90.2% | $2,787+29.8% | $2,203+64.2% |
| Participant deferral / active EE | $6,796 | $2,574+164.0% | $3,583+89.7% | $3,192+112.9% |
| Admin fee / account holder | $5,125 | $3,516+45.8% | $4,880+5.0% | $4,297+19.3% |