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.
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 | $33,302 | $82,917-59.8% | $103,333-67.8% | $77,643-57.1% |
| Participation rate | 50.3% | 71.6%-21.2pp | 74.5%-24.2pp | 70.6%-20.2pp |
| Annual return | 14.56% | 19.13%-4.6pp | 24.88%-10.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,267 | $3,552-64.3% | $3,868-67.3% | $2,726-53.5% |
| Participant deferral / active EE | $3,497 | $4,108-14.9% | $5,057-30.9% | $4,647-24.8% |
| Admin fee / account holder | $107 | $638-83.3% | $8,355-98.7% | $430-75.2% |