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 | $36,545 | $70,002-47.8% | $115,037-68.2% | $52,331-30.2% |
| Participation rate | 63.1% | 72.1%-9.0pp | 81.4%-18.3pp | 68.1%-5.0pp |
| Annual return | 2.83% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,879 | $2,715-30.8% | $4,608-59.2% | $1,882-0.1% |
| Participant deferral / active EE | $4,365 | $4,920-11.3% | $6,026-27.6% | $3,022+44.4% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |