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 | $78,813 | $76,552+3.0% | $123,892-36.4% | $62,891+25.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.05% | 18.68%-16.6pp | 47.52%-45.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $4,849 | $2,883+68.2% | $4,617+5.0% | $2,281+112.6% |
| Participant deferral / active EE | $4,194 | $4,840-13.3% | $5,984-29.9% | $3,203+31.0% |
| Admin fee / account holder | $69,686 | $4,826+1344.1% | $8,357+733.9% | $4,296+1522.3% |