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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,578 | $65,061-83.7% | $143,757-92.6% | $66,914-84.2% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.8pp | 69.8%-39.3pp |
| Annual return | -20.70% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $1,094 | $2,361-53.7% | $4,951-77.9% | $2,544-57.0% |
| Participant deferral / active EE | $2,132 | $2,919-27.0% | $5,637-62.2% | $4,237-49.7% |
| Admin fee / account holder | $41 | $502-91.8% | $14,673-99.7% | $593-93.0% |