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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,973 | $60,545-67.0% | $92,233-78.3% | $69,631-71.3% |
| Participation rate | 29.5% | 72.2%-42.7pp | 76.5%-47.0pp | 70.7%-41.2pp |
| Annual return | 46.77% | 19.71%+27.1pp | 176.28%-129.5pp | 27571.02%-27524.2pp |
| Employer contribution / active EE | $688 | $2,633-73.9% | $3,679-81.3% | $2,032-66.2% |
| Participant deferral / active EE | $1,184 | $2,828-58.1% | $3,897-69.6% | $3,224-63.3% |
| Admin fee / account holder | $128 | $145-11.4% | $5,194-97.5% | $110+16.1% |