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.
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.)
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 | $38,716 | $59,186-34.6% | $76,768-49.6% | $56,287-31.2% |
| Participation rate | 61.5% | 75.2%-13.8pp | 77.0%-15.5pp | 69.9%-8.4pp |
| Annual return | -7.13% | 6.62%-13.7pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,173 | $1,759+23.6% | $2,485-12.6% | $2,111+2.9% |
| Participant deferral / active EE | $1,504 | $3,255-53.8% | $3,852-61.0% | $3,350-55.1% |
| Admin fee / account holder | $335 | $489-31.4% | $6,675-95.0% | $521-35.6% |