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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $25,642 | $66,310-61.3% | $93,606-72.6% | $65,185-60.7% |
| Participation rate | 45.9% | 74.0%-28.1pp | 75.8%-29.9pp | 70.2%-24.3pp |
| Annual return | 32.74% | 42.58%-9.8pp | 32.76%0pp | 29.38%+3.4pp |
| Employer contribution / active EE | $1,208 | $2,012-39.9% | $2,718-55.5% | $2,177-44.5% |
| Participant deferral / active EE | $1,886 | $3,342-43.6% | $4,069-53.6% | $3,514-46.3% |
| Admin fee / account holder | $6 | $6,897-99.9% | $7,888-99.9% | $847-99.3% |