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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,637 | $65,322-65.3% | $70,449-67.9% | $73,488-69.2% |
| Participation rate | 65.7% | 77.0%-11.2pp | 75.1%-9.3pp | 70.7%-4.9pp |
| Annual return | 27.32% | 15.71%+11.6pp | 109.03%-81.7pp | 28.51%-1.2pp |
| Employer contribution / active EE | $754 | $2,460-69.4% | $2,737-72.5% | $2,270-66.8% |
| Participant deferral / active EE | $1,253 | $3,375-62.9% | $3,709-66.2% | $3,740-66.5% |
| Admin fee / account holder | $5 | $214-97.5% | $3,845-99.9% | $513-99.0% |