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 | $110,192 | $180,449-38.9% | $154,107-28.5% | $135,375-18.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.24% | 888.09%-897.3pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $5,059 | $6,035-16.2% | $5,298-4.5% | $4,779+5.9% |
| Participant deferral / active EE | $9,050 | $5,806+55.9% | $5,081+78.1% | $5,609+61.4% |
| Admin fee / account holder | $5,251 | $16,143-67.5% | $13,411-60.8% | $10,827-51.5% |