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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,540 | $60,989-82.7% | $60,874-82.7% | $66,914-84.2% |
| Participation rate | 33.1% | 74.5%-41.4pp | 73.1%-40.0pp | 69.8%-36.7pp |
| Annual return | -23.06% | -9.60%-13.5pp | 16.90%-40.0pp | 1.58%-24.6pp |
| Employer contribution / active EE | $938 | $2,661-64.7% | $2,701-65.3% | $2,544-63.1% |
| Participant deferral / active EE | $1,409 | $3,615-61.0% | $3,817-63.1% | $4,237-66.7% |
| Admin fee / account holder | $40 | $338-88.1% | $3,224-98.8% | $593-93.2% |