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 | $61,543 | $53,127+15.8% | $86,590-28.9% | $70,131-12.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.96% | 27.66%-4.7pp | 964.84%-941.9pp | 73.14%-50.2pp |
| Employer contribution / active EE | $4,663 | $2,068+125.4% | $2,839+64.2% | $2,342+99.0% |
| Participant deferral / active EE | $8,715 | $2,696+223.3% | $3,609+141.5% | $3,332+161.6% |
| Admin fee / account holder | $2,244 | $3,585-37.4% | $4,906-54.3% | $4,645-51.7% |