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 | $133,750 | $102,616+30.3% | $81,983+63.1% | $158,922-15.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -6.53% | 61.04%-67.6pp | 41.31%-47.8pp | 302.83%-309.4pp |
| Employer contribution / active EE | $598 | $3,240-81.5% | $2,498-76.1% | $4,761-87.4% |
| Participant deferral / active EE | $28,587 | $4,648+515.0% | $3,722+668.0% | $5,982+377.9% |
| Admin fee / account holder | $102,526 | $8,235+1145.0% | $5,664+1710.2% | $11,246+811.7% |