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.
Employer 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 | $56,142 | $91,190-38.4% | $178,490-68.5% | $79,858-29.7% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-54.0pp | 69.6%-41.7pp |
| Annual return | 13.21% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $215 | $3,256-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $1,626 | $3,236-49.7% | $5,202-68.7% | $3,740-56.5% |
| Admin fee / account holder | $522 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |