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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,055 | $124,414-60.6% | $115,157-57.4% | $67,579-27.4% |
| Participation rate | 24.6% | 58.1%-33.4pp | 75.9%-51.3pp | 71.3%-46.7pp |
| Annual return | 15.96% | 29.40%-13.4pp | 35.60%-19.6pp | 378.56%-362.6pp |
| Employer contribution / active EE | $507 | $1,454-65.1% | $3,179-84.1% | $2,148-76.4% |
| Participant deferral / active EE | $1,109 | $2,331-52.4% | $4,168-73.4% | $3,539-68.7% |
| Admin fee / account holder | $87 | $361-75.9% | $7,088-98.8% | $142-38.9% |