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 | $35,620 | $55,415-35.7% | $155,509-77.1% | $74,495-52.2% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.4pp | 67.2%-22.5pp |
| Annual return | 14.78% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,130 | $2,267-50.2% | $4,672-75.8% | $2,623-56.9% |
| Participant deferral / active EE | $2,089 | $2,836-26.3% | $5,626-62.9% | $4,346-51.9% |
| Admin fee / account holder | $32 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |