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 | $206,933 | $90,348+129.0% | $75,972+172.4% | $145,922+41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.96% | 620.88%-603.9pp | 359.55%-342.6pp | 561.29%-544.3pp |
| Employer contribution / active EE | $263 | $3,311-92.1% | $2,685-90.2% | $4,660-94.4% |
| Participant deferral / active EE | $22,299 | $5,162+332.0% | $4,255+424.0% | $6,688+233.4% |
| Admin fee / account holder | $12,025 | $8,467+42.0% | $6,467+86.0% | $13,397-10.2% |