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 | $41,858 | $65,862-36.4% | $124,672-66.4% | $79,386-47.3% |
| Participation rate | 24.2% | 62.2%-38.1pp | 74.6%-50.4pp | 70.7%-46.5pp |
| Annual return | 20.35% | 19.02%+1.3pp | 5142.93%-5122.6pp | 116.85%-96.5pp |
| Employer contribution / active EE | $633 | $1,883-66.4% | $3,324-81.0% | $2,427-73.9% |
| Participant deferral / active EE | $1,116 | $2,772-59.8% | $4,614-75.8% | $4,046-72.4% |
| Admin fee / account holder | $183 | $673-72.8% | $7,493-97.6% | $626-70.8% |