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 7-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 | $16,186 | $58,879-72.5% | $178,490-90.9% | $73,488-78.0% |
| Participation rate | 50.9% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.8pp |
| Annual return | 26.49% | 24.86%+1.6pp | 151.07%-124.6pp | 28.51%-2.0pp |
| Employer contribution / active EE | $2,833 | $2,236+26.7% | $5,011-43.5% | $2,270+24.8% |
| Participant deferral / active EE | $2,955 | $2,567+15.1% | $5,202-43.2% | $3,740-21.0% |
| Admin fee / account holder | $167 | $400-58.3% | $13,984-98.8% | $513-67.5% |