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.
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 | $29,963 | $98,750-69.7% | $149,696-80.0% | $79,858-62.5% |
| Participation rate | 51.6% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-18.0pp |
| Annual return | 17.56% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,197 | $3,216-62.8% | $4,644-74.2% | $2,471-51.6% |
| Participant deferral / active EE | $4,394 | $5,680-22.7% | $6,842-35.8% | $3,740+17.5% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |