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 | $69,390 | $51,466+34.8% | $78,778-11.9% | $62,292+11.4% |
| Participation rate | 39.4% | 59.8%-20.4pp | 69.2%-29.8pp | 69.5%-30.1pp |
| Annual return | 19.80% | 19.96%-0.2pp | 35.62%-15.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $368 | $827-55.5% | $1,986-81.5% | $2,042-82.0% |
| Participant deferral / active EE | $2,875 | $2,147+33.9% | $2,958-2.8% | $3,169-9.3% |
| Admin fee / account holder | $68 | $489-86.1% | $5,134-98.7% | $479-85.9% |