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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,917 | $89,652-72.2% | $141,162-82.3% | $65,185-61.8% |
| Participation rate | 54.2% | 74.7%-20.5pp | 82.5%-28.3pp | 70.2%-16.0pp |
| Annual return | 21.78% | 32.79%-11.0pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,101 | $3,065-64.1% | $4,735-76.7% | $2,177-49.4% |
| Participant deferral / active EE | $1,816 | $5,691-68.1% | $6,709-72.9% | $3,514-48.3% |
| Admin fee / account holder | $29 | $569-94.9% | $10,261-99.7% | $847-96.6% |