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 | $144,860 | $84,233+72.0% | $170,442-15.0% | $70,131+106.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.60% | 23.06%-1.5pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $6,454 | $3,387+90.6% | $5,433+18.8% | $2,342+175.5% |
| Participant deferral / active EE | $4,278 | $3,086+38.7% | $4,939-13.4% | $3,332+28.4% |
| Admin fee / account holder | $3,548 | $5,698-37.7% | $13,880-74.4% | $4,645-23.6% |