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).
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 | $13,351 | $70,879-81.2% | $189,557-93.0% | $79,386-83.2% |
| Participation rate | 57.8% | 68.0%-10.2pp | 78.4%-20.7pp | 70.7%-12.9pp |
| Annual return | 21.38% | 20.70%+0.7pp | 64.17%-42.8pp | 116.85%-95.5pp |
| Employer contribution / active EE | $1,353 | $1,806-25.1% | $4,412-69.3% | $2,427-44.3% |
| Participant deferral / active EE | $1,992 | $4,081-51.2% | $6,174-67.7% | $4,046-50.8% |
| Admin fee / account holder | $171 | $647-73.6% | $9,807-98.3% | $626-72.7% |