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 | $15,470 | $66,601-76.8% | $92,893-83.3% | $67,579-77.1% |
| Participation rate | 43.5% | 72.5%-29.0pp | 76.0%-32.5pp | 71.3%-27.8pp |
| Annual return | 29.89% | 92.58%-62.7pp | 109.41%-79.5pp | 378.56%-348.7pp |
| Employer contribution / active EE | $971 | $2,775-65.0% | $3,653-73.4% | $2,148-54.8% |
| Participant deferral / active EE | $1,669 | $3,157-47.1% | $4,236-60.6% | $3,539-52.8% |
| Admin fee / account holder | $104 | $199-47.6% | $5,794-98.2% | $142-26.8% |