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 9-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).
Form 5500 reported that benefits due were not provided when due.
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 | $45,370 | $69,362-34.6% | $101,248-55.2% | $73,488-38.3% |
| Participation rate | 12.6% | 68.4%-55.8pp | 75.8%-63.2pp | 70.7%-58.1pp |
| Annual return | 65.86% | 18.46%+47.4pp | 46.47%+19.4pp | 28.51%+37.3pp |
| Employer contribution / active EE | $619 | $2,628-76.4% | $3,660-83.1% | $2,270-72.7% |
| Participant deferral / active EE | $1,201 | $3,300-63.6% | $4,370-72.5% | $3,740-67.9% |
| Admin fee / account holder | $29 | $704-95.9% | $5,945-99.5% | $513-94.3% |