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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,821 | $44,984-89.3% | $85,009-94.3% | $74,546-93.5% |
| Participation rate | 67.8% | 49.4%+18.4pp | 67.5%+0.3pp | 67.2%+0.6pp |
| Annual return | 0.00% | 26.25%-26.3pp | 66.47%-66.5pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,222 | $2,733+54.5% | $4,522-6.6% | $4,347-2.9% |
| Admin fee / account holder | $9 | $2,208-99.6% | $6,153-99.9% | $1,944-99.5% |