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 | $41,420 | $117,381-64.7% | $99,443-58.3% | $152,861-72.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 82.28% | 31.87%+50.4pp | 30.72%+51.6pp | 345.32%-263.0pp |
| Employer contribution / active EE | $1,463 | $3,013-51.4% | $2,540-42.4% | $4,762-69.3% |
| Participant deferral / active EE | $1,056 | $4,086-74.1% | $3,619-70.8% | $5,850-81.9% |
| Admin fee / account holder | $4,095 | $7,631-46.3% | $6,250-34.5% | $11,596-64.7% |