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 | $26,052 | $47,848-45.6% | $81,478-68.0% | $70,131-62.9% |
| Participation rate | 10.8% | 58.3%-47.5pp | 68.0%-57.2pp | 69.5%-58.8pp |
| Annual return | 13.68% | 27.25%-13.6pp | 38.78%-25.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $686 | $2,453-72.0% | $3,537-80.6% | $3,332-79.4% |
| Admin fee / account holder | $485 | $3,145-84.6% | $4,561-89.4% | $4,645-89.6% |