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 8-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.
Participant 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).
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 | $36,263 | $69,362-47.7% | $101,248-64.2% | $73,488-50.7% |
| Participation rate | 16.6% | 68.4%-51.8pp | 75.8%-59.2pp | 70.7%-54.1pp |
| Annual return | 17.12% | 18.46%-1.3pp | 46.47%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $631 | $2,628-76.0% | $3,660-82.7% | $2,270-72.2% |
| Participant deferral / active EE | $1,376 | $3,300-58.3% | $4,370-68.5% | $3,740-63.2% |
| Admin fee / account holder | $6 | $704-99.1% | $5,945-99.9% | $513-98.7% |