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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,889 | $63,114-85.9% | $92,893-90.4% | $65,185-86.4% |
| Participation rate | 50.5% | 68.8%-18.3pp | 76.0%-25.5pp | 70.2%-19.7pp |
| Annual return | 23.82% | 28.75%-4.9pp | 109.41%-85.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $459 | $2,571-82.2% | $3,653-87.4% | $2,177-78.9% |
| Participant deferral / active EE | $1,475 | $3,108-52.6% | $4,236-65.2% | $3,514-58.0% |
| Admin fee / account holder | $70 | $624-88.8% | $5,794-98.8% | $847-91.7% |