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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,041 | $89,652-74.3% | $141,162-83.7% | $65,185-64.7% |
| Participation rate | 50.7% | 74.7%-24.0pp | 82.5%-31.8pp | 70.2%-19.5pp |
| Annual return | 30.50% | 32.79%-2.3pp | 71.39%-40.9pp | 29.38%+1.1pp |
| Employer contribution / active EE | $867 | $3,065-71.7% | $4,735-81.7% | $2,177-60.2% |
| Participant deferral / active EE | $3,217 | $5,691-43.5% | $6,709-52.0% | $3,514-8.4% |
| Admin fee / account holder | $9 | $569-98.5% | $10,261-99.9% | $847-99.0% |