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.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,276 | $99,957-70.7% | $149,696-80.4% | $73,488-60.2% |
| Participation rate | 33.6% | 75.7%-42.1pp | 82.5%-48.9pp | 70.7%-37.1pp |
| Annual return | 18.76% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,208 | $6,073-80.1% | $6,842-82.3% | $3,740-67.7% |
| Admin fee / account holder | $8 | $551-98.5% | $9,309-99.9% | $513-98.4% |