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.
Annual investment return 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 | $36,126 | $53,822-32.9% | $75,696-52.3% | $85,850-57.9% |
| Participation rate | 67.1% | 69.1%-2.0pp | 74.8%-7.7pp | 69.3%-2.2pp |
| Annual return | 5.11% | 24.54%-19.4pp | 104.53%-99.4pp | 318.53%-313.4pp |
| Employer contribution / active EE | $1,241 | $2,017-38.5% | $2,743-54.8% | $2,565-51.6% |
| Participant deferral / active EE | $2,111 | $2,895-27.1% | $3,821-44.8% | $3,952-46.6% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |