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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $960,832 | $189,613+406.7% | $167,512+473.6% | $142,382+574.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.73% | 2024.68%-2018.9pp | 1615.79%-1610.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $29,738 | $4,349+583.8% | $3,882+666.1% | $4,299+591.7% |
| Participant deferral / active EE | $27,250 | $6,981+290.3% | $6,405+325.5% | $6,507+318.8% |
| Admin fee / account holder | $23,514 | $10,528+123.3% | $9,769+140.7% | $12,624+86.3% |