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 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 | $56,135 | $56,629-0.9% | $77,999-28.0% | $55,167+1.8% |
| Participation rate | 44.6% | 73.3%-28.7pp | 75.5%-30.9pp | 69.0%-24.4pp |
| Annual return | 1.67% | 2866.98%-2865.3pp | 425.96%-424.3pp | 169.23%-167.6pp |
| Employer contribution / active EE | $968 | $1,723-43.8% | $2,470-60.8% | $1,963-50.7% |
| Participant deferral / active EE | $1,781 | $2,777-35.9% | $3,497-49.1% | $3,054-41.7% |
| Admin fee / account holder | $11 | $467-97.7% | $5,480-99.8% | $504-97.8% |