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 | $66,321 | $54,573+21.5% | $90,951-27.1% | $73,488-9.8% |
| Participation rate | 46.5% | 61.2%-14.6pp | 69.0%-22.5pp | 70.7%-24.2pp |
| Annual return | 12.75% | 16.69%-3.9pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,248 | $2,517-10.7% | $3,373-33.4% | $3,740-39.9% |
| Admin fee / account holder | $318 | $521-39.1% | $5,959-94.7% | $513-38.1% |