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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,184 | $76,552-54.0% | $123,892-71.6% | $62,891-44.1% |
| Participation rate | 63.1% | 73.0%-9.9pp | 81.4%-18.3pp | 69.3%-6.2pp |
| Annual return | 5.31% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,013 | $2,883-64.9% | $4,617-78.1% | $2,281-55.6% |
| Participant deferral / active EE | $2,106 | $4,840-56.5% | $5,984-64.8% | $3,203-34.2% |
| Admin fee / account holder | $29 | $4,826-99.4% | $8,357-99.7% | $4,296-99.3% |