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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,993 | $163,101+95.0% | $136,749+132.5% | $142,382+123.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.42% | 27.54%-13.1pp | 24.33%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $46,000 | $4,117+1017.4% | $3,400+1253.1% | $4,299+970.0% |
| Participant deferral / active EE | $30,500 | $5,585+446.1% | $4,692+550.0% | $6,507+368.7% |
| Admin fee / account holder | $50,402 | $14,318+252.0% | $11,386+342.7% | $12,624+299.3% |