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 5-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 | $49,868 | $61,156-18.5% | $185,823-73.2% | $79,386-37.2% |
| Participation rate | 42.2% | 66.6%-24.4pp | 81.7%-39.5pp | 70.7%-28.5pp |
| Annual return | 25.63% | 19.45%+6.2pp | 122.05%-96.4pp | 116.85%-91.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,749 | $2,789+34.4% | $5,568-32.7% | $4,046-7.3% |
| Admin fee / account holder | $423 | $710-40.4% | $16,237-97.4% | $626-32.5% |