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).
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 | $59,599 | $68,346-12.8% | $94,646-37.0% | $75,163-20.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 15.10% | 616.93%-601.8pp | 156.71%-141.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,448 | $2,701-9.4% | $3,672-33.3% | $2,670-8.3% |
| Participant deferral / active EE | $4,227 | $6,537-35.3% | $7,418-43.0% | $4,125+2.5% |
| Admin fee / account holder | $1,396 | $5,326-73.8% | $7,231-80.7% | $5,651-75.3% |