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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,867 | $75,388-49.8% | $123,544-69.3% | $55,725-32.0% |
| Participation rate | 18.0% | 75.7%-57.7pp | 82.3%-64.3pp | 70.9%-52.8pp |
| Annual return | 14.08% | 4.48%+9.6pp | 119.20%-105.1pp | 244.93%-230.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $502 | $5,651-91.1% | $6,426-92.2% | $3,356-85.1% |
| Admin fee / account holder | $41 | $120-66.1% | $9,284-99.6% | $115-64.7% |