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.
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 | $31,417 | $60,323-47.9% | $81,812-61.6% | $74,495-57.8% |
| Participation rate | 67.8% | 62.9%+4.9pp | 72.3%-4.5pp | 67.2%+0.6pp |
| Annual return | 16.84% | 16.90%-0.1pp | 773.79%-757.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,144 | $2,620-18.2% | $2,912-26.4% | $2,623-18.2% |
| Participant deferral / active EE | $3,827 | $3,387+13.0% | $4,319-11.4% | $4,346-11.9% |
| Admin fee / account holder | $136 | $1,486-90.9% | $7,386-98.2% | $1,942-93.0% |