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.
Annual investment return 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 | $36,232 | $61,156-40.8% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 27.6% | 66.6%-39.0pp | 81.7%-54.1pp | 70.7%-43.1pp |
| Annual return | 7.54% | 19.45%-11.9pp | 122.05%-114.5pp | 116.85%-109.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,006 | $2,789-28.1% | $5,568-64.0% | $4,046-50.4% |
| Admin fee / account holder | $228 | $710-67.8% | $16,237-98.6% | $626-63.6% |