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 5-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.
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 | $2,460 | $34,677-92.9% | $77,024-96.8% | $64,808-96.2% |
| Participation rate | 32.2% | 49.8%-17.6pp | 67.9%-35.7pp | 71.5%-39.2pp |
| Annual return | -5.65% | -5.33%-0.3pp | 42.32%-48.0pp | 32.82%-38.5pp |
| Employer contribution / active EE | $347 | $1,370-74.7% | $2,812-87.7% | $2,506-86.2% |
| Participant deferral / active EE | $483 | $2,556-81.1% | $4,426-89.1% | $4,310-88.8% |
| Admin fee / account holder | $25 | $179-86.2% | $5,425-99.5% | $188-86.9% |