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 | $38,897 | $69,362-43.9% | $101,248-61.6% | $73,488-47.1% |
| Participation rate | 52.7% | 68.4%-15.7pp | 75.8%-23.1pp | 70.7%-18.0pp |
| Annual return | 13.08% | 18.46%-5.4pp | 46.47%-33.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $923 | $2,628-64.9% | $3,660-74.8% | $2,270-59.4% |
| Participant deferral / active EE | $2,157 | $3,300-34.6% | $4,370-50.7% | $3,740-42.3% |
| Admin fee / account holder | $299 | $704-57.5% | $5,945-95.0% | $513-41.7% |