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 | $136,644 | $65,703+108.0% | $94,224+45.0% | $59,632+129.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.51% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $13,597 | $2,021+572.9% | $3,587+279.1% | $2,203+517.3% |
| Participant deferral / active EE | $7,699 | $3,143+145.0% | $4,320+78.2% | $3,192+141.2% |
| Admin fee / account holder | $9,613 | $4,264+125.4% | $6,269+53.3% | $4,297+123.7% |