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 7-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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,341 | $98,982-90.6% | $162,163-94.2% | $65,185-85.7% |
| Participation rate | 52.5% | 85.8%-33.3pp | 87.6%-35.1pp | 70.2%-17.7pp |
| Annual return | 42.26% | 24.84%+17.4pp | 115.59%-73.3pp | 29.38%+12.9pp |
| Employer contribution / active EE | $1,417 | $3,467-59.1% | $5,614-74.8% | $2,177-34.9% |
| Participant deferral / active EE | $2,362 | $5,384-56.1% | $7,298-67.6% | $3,514-32.8% |
| Admin fee / account holder | $48 | $596-91.9% | $10,843-99.6% | $847-94.3% |