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 6-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,071 | $62,132-77.4% | $185,823-92.4% | $73,488-80.9% |
| Participation rate | 41.4% | 67.8%-26.4pp | 78.0%-36.6pp | 70.7%-29.2pp |
| Annual return | 36.25% | 20.44%+15.8pp | 35.95%+0.3pp | 28.51%+7.7pp |
| Employer contribution / active EE | $989 | $1,681-41.2% | $4,087-75.8% | $2,270-56.4% |
| Participant deferral / active EE | $1,419 | $3,711-61.8% | $5,632-74.8% | $3,740-62.0% |
| Admin fee / account holder | $153 | $419-63.3% | $9,500-98.4% | $513-70.1% |