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 | $93,418 | $91,190+2.4% | $178,490-47.7% | $79,858+17.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,356 | $3,256+64.5% | $5,011+6.9% | $2,471+116.8% |
| Participant deferral / active EE | $4,714 | $3,236+45.7% | $5,202-9.4% | $3,740+26.0% |
| Admin fee / account holder | $12,895 | $6,751+91.0% | $13,984-7.8% | $5,306+143.0% |