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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,191 | $59,839+8.9% | $81,983-20.5% | $79,858-18.4% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.2%-24.8pp | 69.6%-25.2pp |
| Annual return | 15.83% | 17.56%-1.7pp | 41.31%-25.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $534 | $1,713-68.8% | $2,498-78.6% | $2,471-78.4% |
| Participant deferral / active EE | $2,659 | $2,695-1.3% | $3,722-28.6% | $3,740-28.9% |
| Admin fee / account holder | $9 | $4,287-99.8% | $5,664-99.8% | $5,306-99.8% |