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 3-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 | $1,679 | $56,053-97.0% | $75,972-97.8% | $80,856-97.9% |
| Participation rate | 84.7% | 62.0%+22.7pp | 69.1%+15.6pp | 67.6%+17.1pp |
| Annual return | 13.74% | 20.53%-6.8pp | 359.55%-345.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $267 | $1,874-85.8% | $2,685-90.1% | $2,755-90.3% |
| Participant deferral / active EE | $1,144 | $3,052-62.5% | $4,255-73.1% | $4,296-73.4% |
| Admin fee / account holder | $6 | $5,234-99.9% | $6,467-99.9% | $6,918-99.9% |