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 | $180,749+431.6% | $160,784+497.6% | $137,256+600.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.73% | 2234.46%-2228.7pp | 1803.92%-1798.2pp | 220.34%-214.6pp |
| Employer contribution / active EE | $29,738 | $4,155+615.7% | $3,733+696.7% | $4,156+615.5% |
| Participant deferral / active EE | $27,250 | $6,844+298.1% | $6,293+333.0% | $6,407+325.3% |
| Admin fee / account holder | $23,514 | $10,397+126.2% | $9,717+142.0% | $12,270+91.6% |