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 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 | $63,035 | $47,977+31.4% | $154,107-59.1% | $56,287+12.0% |
| Participation rate | 47.6% | 66.2%-18.6pp | 83.0%-35.5pp | 69.9%-22.3pp |
| Annual return | -2.69% | 3.54%-6.2pp | 735.12%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,105 | $2,392+71.6% | $5,081-19.2% | $3,350+22.5% |
| Admin fee / account holder | $69 | $438-84.3% | $13,411-99.5% | $521-86.8% |