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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,482 | $165,335-54.3% | $149,696-49.6% | $158,922-52.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.14% | 348.15%-341.0pp | 276.60%-269.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $7,083 | $5,103+38.8% | $4,644+52.5% | $4,761+48.8% |
| Participant deferral / active EE | $11,267 | $7,181+56.9% | $6,842+64.7% | $5,982+88.3% |
| Admin fee / account holder | $494 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |