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 | $62,642 | $53,901+16.2% | $134,143-53.3% | $73,488-14.8% |
| Participation rate | 43.0% | 62.8%-19.9pp | 72.2%-29.2pp | 70.7%-27.7pp |
| Annual return | 19.20% | 15.82%+3.4pp | 36.33%-17.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,292 | $1,458-11.4% | $3,704-65.1% | $2,270-43.1% |
| Participant deferral / active EE | $2,638 | $2,739-3.7% | $3,499-24.6% | $3,740-29.5% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |