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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,938 | $46,360-48.4% | $147,614-83.8% | $52,331-54.3% |
| Participation rate | 12.7% | 64.9%-52.3pp | 84.6%-72.0pp | 68.1%-55.4pp |
| Annual return | -5.38% | 1.62%-7.0pp | 61.98%-67.4pp | 4.54%-9.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,128 | $2,258-50.1% | $4,895-77.0% | $3,022-62.7% |
| Admin fee / account holder | $271 | $766-64.7% | $11,611-97.7% | $592-54.2% |