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 4-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.
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 | $1,209 | $49,808-97.6% | $95,745-98.7% | $74,419-98.4% |
| Participation rate | 75.6% | 66.6%+9.0pp | 72.3%+3.3pp | 70.7%+4.8pp |
| Annual return | 78.85% | 24.91%+53.9pp | 28.35%+50.5pp | 34.38%+44.5pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,835-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,079 | $3,739-71.1% | $4,245-74.6% | $4,528-76.2% |
| Admin fee / account holder | $3 | $311-99.1% | $5,678-100.0% | $348-99.2% |