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 7-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 | $116,424 | $81,632+42.6% | $70,449+65.3% | $158,922-26.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 48.93% | 208.40%-159.5pp | 109.03%-60.1pp | 302.83%-253.9pp |
| Employer contribution / active EE | $882 | $3,217-72.6% | $2,737-67.8% | $4,761-81.5% |
| Participant deferral / active EE | $962 | $4,554-78.9% | $3,709-74.1% | $5,982-83.9% |
| Admin fee / account holder | $1,175 | $6,193-81.0% | $3,845-69.5% | $11,246-89.6% |