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.
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 | $69,665 | $55,453+25.6% | $170,442-59.1% | $62,292+11.8% |
| Participation rate | 50.8% | 66.4%-15.6pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 27.96% | 21.38%+6.6pp | 205.93%-178.0pp | 28.90%-0.9pp |
| Employer contribution / active EE | $1,437 | $2,164-33.6% | $5,433-73.5% | $2,042-29.6% |
| Participant deferral / active EE | $3,412 | $2,303+48.2% | $4,939-30.9% | $3,169+7.7% |
| Admin fee / account holder | $20 | $455-95.6% | $13,880-99.9% | $479-95.8% |