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 | $5,930 | $26,805-77.9% | $59,496-90.0% | $52,331-88.7% |
| Participation rate | 35.0% | 39.3%-4.3pp | 54.6%-19.6pp | 68.1%-33.1pp |
| Annual return | 87.60% | 2.61%+85.0pp | 182.05%-94.5pp | 4.54%+83.1pp |
| Employer contribution / active EE | $301 | $450-33.1% | $1,153-73.9% | $1,882-84.0% |
| Participant deferral / active EE | $513 | $916-44.0% | $1,829-72.0% | $3,022-83.0% |
| Admin fee / account holder | $60 | $305-80.3% | $2,232-97.3% | $592-89.8% |