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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,644 | $47,977-48.6% | $154,107-84.0% | $56,287-56.2% |
| Participation rate | 30.7% | 66.2%-35.5pp | 83.0%-52.3pp | 69.9%-39.1pp |
| Annual return | -7.07% | 3.54%-10.6pp | 735.12%-742.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $315 | $2,169-85.5% | $5,298-94.1% | $2,111-85.1% |
| Participant deferral / active EE | $1,032 | $2,392-56.8% | $5,081-79.7% | $3,350-69.2% |
| Admin fee / account holder | $344 | $438-21.6% | $13,411-97.4% | $521-34.0% |