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 | $9,773 | $56,629-82.7% | $77,999-87.5% | $55,167-82.3% |
| Participation rate | 61.7% | 73.3%-11.6pp | 75.5%-13.8pp | 69.0%-7.2pp |
| Annual return | 105.00% | 2866.98%-2762.0pp | 425.96%-321.0pp | 169.23%-64.2pp |
| Employer contribution / active EE | $1,114 | $1,723-35.3% | $2,470-54.9% | $1,963-43.2% |
| Participant deferral / active EE | $1,830 | $2,777-34.1% | $3,497-47.7% | $3,054-40.1% |
| Admin fee / account holder | $15 | $467-96.7% | $5,480-99.7% | $504-97.0% |