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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,841 | $82,286+108.8% | $68,791+149.8% | $134,475+27.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.40% | -2.19%-6.2pp | -6.38%-2.0pp | 417.96%-426.4pp |
| Employer contribution / active EE | $234 | $3,301-92.9% | $2,655-91.2% | $4,740-95.1% |
| Participant deferral / active EE | $21,317 | $4,739+349.9% | $3,941+440.9% | $6,400+233.1% |
| Admin fee / account holder | $12,460 | $6,481+92.3% | $4,932+152.6% | $11,426+9.0% |