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 7-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 | $8,948 | $37,426-76.1% | $77,482-88.5% | $79,858-88.8% |
| Participation rate | 34.8% | 41.5%-6.7pp | 54.2%-19.3pp | 69.6%-34.8pp |
| Annual return | 15.81% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $213 | $637-66.5% | $986-78.4% | $2,471-91.4% |
| Participant deferral / active EE | $1,387 | $1,260+10.1% | $1,861-25.5% | $3,740-62.9% |
| Admin fee / account holder | $112 | $2,504-95.5% | $2,858-96.1% | $5,306-97.9% |