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.)
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 | $57,905 | $49,138+17.8% | $84,015-31.1% | $65,185-11.2% |
| Participation rate | 34.4% | 60.7%-26.4pp | 69.0%-34.7pp | 70.2%-35.8pp |
| Annual return | 21.58% | 23.00%-1.4pp | 71.31%-49.7pp | 29.38%-7.8pp |
| Employer contribution / active EE | $550 | $914-39.8% | $1,983-72.2% | $2,177-74.7% |
| Participant deferral / active EE | $1,050 | $2,397-56.2% | $3,239-67.6% | $3,514-70.1% |
| Admin fee / account holder | $754 | $543+38.8% | $6,101-87.6% | $847-11.0% |