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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,246 | $58,879-41.8% | $178,490-80.8% | $73,488-53.4% |
| Participation rate | 20.5% | 66.2%-45.7pp | 81.9%-61.4pp | 70.7%-50.2pp |
| Annual return | 15.47% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,466 | $2,567-42.9% | $5,202-71.8% | $3,740-60.8% |
| Admin fee / account holder | $201 | $400-49.9% | $13,984-98.6% | $513-60.9% |