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.
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,171 | $31,388+2.5% | $73,545-56.3% | $62,292-48.4% |
| Participation rate | 26.8% | 39.9%-13.1pp | 54.9%-28.2pp | 69.5%-42.8pp |
| Annual return | 15.61% | 25.34%-9.7pp | -15.16%+30.8pp | 28.90%-13.3pp |
| Employer contribution / active EE | $58 | $498-88.4% | $1,219-95.3% | $2,042-97.2% |
| Participant deferral / active EE | $1,029 | $1,0280% | $1,806-43.0% | $3,169-67.5% |
| Admin fee / account holder | $13 | $299-95.6% | $2,320-99.4% | $479-97.3% |