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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,678 | $74,552-77.6% | $62,995-73.5% | $69,631-76.0% |
| Participation rate | 63.8% | 78.3%-14.5pp | 74.8%-11.1pp | 70.7%-6.9pp |
| Annual return | 0.00% | 15.77%-15.8pp | 87.57%-87.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $568 | $2,929-80.6% | $2,759-79.4% | $2,032-72.1% |
| Participant deferral / active EE | $3,143 | $2,974+5.7% | $3,329-5.6% | $3,224-2.5% |
| Admin fee / account holder | $16 | $59-72.5% | $3,600-99.5% | $110-85.2% |