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.
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 | $20,110 | $55,415-63.7% | $155,509-87.1% | $74,495-73.0% |
| Participation rate | 56.3% | 61.9%-5.6pp | 78.2%-21.9pp | 67.2%-10.9pp |
| Annual return | 13.95% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $461 | $2,267-79.7% | $4,672-90.1% | $2,623-82.4% |
| Participant deferral / active EE | $1,431 | $2,836-49.5% | $5,626-74.6% | $4,346-67.1% |
| Admin fee / account holder | $20 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |