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.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,532 | $55,415-88.2% | $155,509-95.8% | $74,495-91.2% |
| Participation rate | 60.8% | 61.9%-1.1pp | 78.2%-17.4pp | 67.2%-6.4pp |
| Annual return | 13.23% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,440 | $2,836-49.2% | $5,626-74.4% | $4,346-66.9% |
| Admin fee / account holder | $55 | $1,738-96.8% | $15,912-99.7% | $1,942-97.2% |