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 8-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 | $33,898 | $66,457-49.0% | $81,438-58.4% | $77,671-56.4% |
| Participation rate | 57.0% | 68.7%-11.7pp | 69.5%-12.5pp | 70.6%-13.5pp |
| Annual return | 12.72% | 15.93%-3.2pp | 24.74%-12.0pp | 31.21%-18.5pp |
| Employer contribution / active EE | $1,789 | $2,159-17.2% | $2,460-27.3% | $2,726-34.4% |
| Participant deferral / active EE | $2,849 | $3,679-22.6% | $3,883-26.6% | $4,648-38.7% |
| Admin fee / account holder | $18 | $583-96.9% | $5,764-99.7% | $430-95.8% |