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.)
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 | $168,757 | $99,020+70.4% | $86,590+94.9% | $147,584+14.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.76% | 1312.34%-1307.6pp | 964.84%-960.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $6,429 | $3,132+105.3% | $2,839+126.4% | $4,876+31.8% |
| Participant deferral / active EE | $8,242 | $3,972+107.5% | $3,609+128.4% | $5,439+51.5% |
| Admin fee / account holder | $6,228 | $5,710+9.1% | $4,906+26.9% | $10,885-42.8% |