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 | $1,510,097 | $176,662+754.8% | $130,648+1055.9% | $152,861+887.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.95% | 2692.24%-2674.3pp | 1708.96%-1691.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $14,000 | $5,742+143.8% | $4,092+242.1% | $4,762+194.0% |
| Participant deferral / active EE | $25,000 | $4,361+473.2% | $3,603+593.9% | $5,850+327.3% |
| Admin fee / account holder | $53,256 | $7,133+646.6% | $5,464+874.6% | $11,596+359.2% |