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 | $34,932 | $43,133-19.0% | $89,391-60.9% | $73,488-52.5% |
| Participation rate | 32.5% | 55.0%-22.4pp | 68.0%-35.4pp | 70.7%-38.1pp |
| Annual return | 20.15% | 135.66%-115.5pp | 245.62%-225.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $638 | $1,438-55.6% | $2,586-75.3% | $2,270-71.9% |
| Participant deferral / active EE | $968 | $2,445-60.4% | $3,890-75.1% | $3,740-74.1% |
| Admin fee / account holder | $171 | $444-61.5% | $4,881-96.5% | $513-66.7% |