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 8-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 | $67,594 | $27,915+142.1% | $58,482+15.6% | $75,163-10.1% |
| Participation rate | 93.9% | 38.8%+55.1pp | 50.9%+43.1pp | 67.2%+26.7pp |
| Annual return | 11.01% | 44.20%-33.2pp | 4239.32%-4228.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,728 | $669+158.2% | $1,053+64.0% | $2,670-35.3% |
| Participant deferral / active EE | $3,718 | $1,201+209.5% | $1,924+93.3% | $4,125-9.9% |
| Admin fee / account holder | $814 | $1,726-52.8% | $2,516-67.6% | $5,651-85.6% |