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.)
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 | $37,932 | $42,396-10.5% | $67,313-43.6% | $56,287-32.6% |
| Participation rate | 51.8% | 61.0%-9.2pp | 69.1%-17.3pp | 69.9%-18.1pp |
| Annual return | -7.09% | -36.63%+29.5pp | -4.08%-3.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $272 | $1,414-80.8% | $2,566-89.4% | $2,111-87.1% |
| Participant deferral / active EE | $1,854 | $2,360-21.4% | $3,568-48.0% | $3,350-44.6% |
| Admin fee / account holder | $302 | $510-40.8% | $4,507-93.3% | $521-42.1% |