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 8-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.
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 | $49,091 | $77,660-36.8% | $109,143-55.0% | $79,386-38.2% |
| Participation rate | 18.3% | 67.8%-49.5pp | 75.9%-57.6pp | 70.7%-52.4pp |
| Annual return | 15.36% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $749 | $2,797-73.2% | $3,722-79.9% | $2,427-69.1% |
| Participant deferral / active EE | $1,630 | $3,518-53.7% | $4,653-65.0% | $4,046-59.7% |
| Admin fee / account holder | $11 | $732-98.6% | $6,752-99.8% | $626-98.3% |