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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,101 | $65,862-74.0% | $124,672-86.3% | $79,386-78.5% |
| Participation rate | 68.0% | 62.2%+5.8pp | 74.6%-6.6pp | 70.7%-2.7pp |
| Annual return | 20.48% | 19.02%+1.5pp | 5142.93%-5122.5pp | 116.85%-96.4pp |
| Employer contribution / active EE | $1,307 | $1,883-30.6% | $3,324-60.7% | $2,427-46.2% |
| Participant deferral / active EE | $2,028 | $2,772-26.8% | $4,614-56.1% | $4,046-49.9% |
| Admin fee / account holder | $7 | $673-98.9% | $7,493-99.9% | $626-98.8% |