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 | $60,143 | $52,953+13.6% | $172,739-65.2% | $65,185-7.7% |
| Participation rate | 31.8% | 66.2%-34.4pp | 82.6%-50.9pp | 70.2%-38.4pp |
| Annual return | 23.38% | 30.12%-6.7pp | 802.84%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $749 | $2,190-65.8% | $5,143-85.4% | $2,177-65.6% |
| Participant deferral / active EE | $1,689 | $2,471-31.6% | $5,198-67.5% | $3,514-51.9% |
| Admin fee / account holder | $53 | $472-88.7% | $13,954-99.6% | $847-93.7% |