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 | $32,511 | $52,953-38.6% | $172,739-81.2% | $65,185-50.1% |
| Participation rate | 17.9% | 66.2%-48.3pp | 82.6%-64.7pp | 70.2%-52.3pp |
| Annual return | 17.00% | 30.12%-13.1pp | 802.84%-785.8pp | 29.38%-12.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,173 | $2,471-52.5% | $5,198-77.4% | $3,514-66.6% |
| Admin fee / account holder | $242 | $472-48.8% | $13,954-98.3% | $847-71.5% |