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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,050 | $25,014-91.8% | $69,647-97.1% | $80,856-97.5% |
| Participation rate | 69.1% | 64.2%+4.8pp | 66.5%+2.6pp | 67.6%+1.5pp |
| Annual return | 14.45% | 19.07%-4.6pp | 100.48%-86.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $499 | $993-49.7% | $1,712-70.8% | $2,755-81.9% |
| Participant deferral / active EE | $1,440 | $1,839-21.7% | $2,886-50.1% | $4,296-66.5% |
| Admin fee / account holder | $10 | $2,488-99.6% | $4,713-99.8% | $6,918-99.9% |