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 | $164,444 | $185,822-11.5% | $169,993-3.3% | $139,434+17.9% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 15.64% | 60.50%-44.9pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,098 | $7,590-72.4% | $6,785-69.1% | $4,751-55.8% |
| Participant deferral / active EE | $2,098 | $11,622-81.9% | $10,408-79.8% | $6,710-68.7% |
| Admin fee / account holder | $6,848 | $15,381-55.5% | $12,815-46.6% | $11,403-39.9% |