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 | $58,401 | $56,629+3.1% | $77,999-25.1% | $55,167+5.9% |
| Participation rate | 37.4% | 73.3%-35.9pp | 75.5%-38.1pp | 69.0%-31.6pp |
| Annual return | 5.69% | 2866.98%-2861.3pp | 425.96%-420.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,642 | $2,777-40.9% | $3,497-53.0% | $3,054-46.2% |
| Admin fee / account holder | $10 | $467-97.8% | $5,480-99.8% | $504-97.9% |