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 9-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.
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 | $23,921 | $61,156-60.9% | $185,823-87.1% | $79,386-69.9% |
| Participation rate | 63.6% | 66.6%-3.1pp | 81.7%-18.1pp | 70.7%-7.2pp |
| Annual return | 19.30% | 19.45%-0.1pp | 122.05%-102.7pp | 116.85%-97.5pp |
| Employer contribution / active EE | $1,552 | $2,321-33.1% | $5,167-70.0% | $2,427-36.1% |
| Participant deferral / active EE | $2,579 | $2,789-7.5% | $5,568-53.7% | $4,046-36.3% |
| Admin fee / account holder | $25 | $710-96.5% | $16,237-99.8% | $626-96.1% |