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 | $90,704 | $93,071-2.5% | $74,583+21.6% | $273,961-66.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.51% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,343 | $3,160+100.8% | $2,525+151.2% | $4,869+30.3% |
| Participant deferral / active EE | $10,936 | $4,160+162.9% | $3,458+216.3% | $5,287+106.8% |
| Admin fee / account holder | $435 | $5,272-91.7% | $4,138-89.5% | $10,132-95.7% |