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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,126 | $79,519+17.1% | $95,952-2.9% | $73,409+26.9% |
| Participation rate | 25.0% | 81.2%-56.2pp | 77.1%-52.1pp | 72.2%-47.2pp |
| Annual return | 33.40% | 19.20%+14.2pp | 91.61%-58.2pp | 59.29%-25.9pp |
| Employer contribution / active EE | $1,109 | $2,048-45.9% | $2,541-56.4% | $2,234-50.4% |
| Participant deferral / active EE | $2,874 | $4,138-30.6% | $4,167-31.0% | $3,805-24.5% |
| Admin fee / account holder | $10 | $184-94.5% | $6,795-99.8% | $158-93.5% |