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.
Participant 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 | $145,549 | $167,484-13.1% | $151,611-4.0% | $134,475+8.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.12% | 7.80%-14.9pp | 3.33%-10.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,318 | $6,829-66.1% | $6,166-62.4% | $4,740-51.1% |
| Participant deferral / active EE | $2,318 | $8,986-74.2% | $8,363-72.3% | $6,400-63.8% |
| Admin fee / account holder | $3,701 | $13,783-73.1% | $11,616-68.1% | $11,426-67.6% |