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 9-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,834 | $41,317-85.9% | $85,969-93.2% | $55,191-89.4% |
| Participation rate | 31.5% | 54.5%-22.9pp | 76.5%-45.0pp | 69.2%-37.6pp |
| Annual return | -2.55% | 3.93%-6.5pp | 9.32%-11.9pp | 10.78%-13.3pp |
| Employer contribution / active EE | $565 | $1,198-52.8% | $3,474-83.7% | $1,899-70.2% |
| Participant deferral / active EE | $844 | $1,914-55.9% | $3,829-78.0% | $3,046-72.3% |
| Admin fee / account holder | $48 | $97-50.0% | $6,053-99.2% | $91-46.6% |