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.
Participant 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 | $13,449 | $65,061-79.3% | $143,757-90.6% | $66,914-79.9% |
| Participation rate | 15.5% | 65.2%-49.6pp | 80.3%-64.8pp | 69.8%-54.3pp |
| Annual return | -17.87% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $446 | $2,361-81.1% | $4,951-91.0% | $2,544-82.5% |
| Participant deferral / active EE | $295 | $2,919-89.9% | $5,637-94.8% | $4,237-93.0% |
| Admin fee / account holder | $183 | $502-63.5% | $14,673-98.8% | $593-69.1% |