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.
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 | $39,821 | $43,423-8.3% | $78,689-49.4% | $55,167-27.8% |
| Participation rate | 27.1% | 68.0%-41.0pp | 73.6%-46.5pp | 69.0%-41.9pp |
| Annual return | 6.36% | 11.53%-5.2pp | 62.18%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $384 | $1,997-80.8% | $2,851-86.5% | $1,963-80.4% |
| Participant deferral / active EE | $809 | $2,509-67.7% | $3,517-77.0% | $3,054-73.5% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |