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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,629 | $70,908-23.0% | $98,907-44.8% | $73,488-25.7% |
| Participation rate | 67.0% | 73.8%-6.8pp | 76.0%-9.0pp | 70.7%-3.7pp |
| Annual return | 16.04% | 34.17%-18.1pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,450 | $2,036-28.8% | $2,689-46.1% | $2,270-36.1% |
| Participant deferral / active EE | $2,955 | $3,500-15.6% | $4,244-30.4% | $3,740-21.0% |
| Admin fee / account holder | $468 | $535-12.4% | $6,642-92.9% | $513-8.7% |