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.
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 | $12,202 | $35,986-66.1% | $77,482-84.3% | $73,488-83.4% |
| Participation rate | 21.7% | 40.8%-19.1pp | 54.2%-32.4pp | 70.7%-48.9pp |
| Annual return | 19.56% | 19.26%+0.3pp | 54.79%-35.2pp | 28.51%-9.0pp |
| Employer contribution / active EE | $500 | $557-10.3% | $986-49.3% | $2,270-78.0% |
| Participant deferral / active EE | $582 | $1,198-51.4% | $1,861-68.7% | $3,740-84.4% |
| Admin fee / account holder | $28 | $466-94.1% | $2,858-99.0% | $513-94.6% |