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 | $39,044 | $165,984-76.5% | $164,813-76.3% | $145,922-73.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 4.45% | 100.03%-95.6pp | 69.93%-65.5pp | 561.29%-556.8pp |
| Employer contribution / active EE | $1,672 | $5,273-68.3% | $4,341-61.5% | $4,660-64.1% |
| Participant deferral / active EE | $2,300 | $6,959-66.9% | $6,031-61.9% | $6,688-65.6% |
| Admin fee / account holder | $6,924 | $16,648-58.4% | $12,690-45.4% | $13,397-48.3% |