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 | $18,413 | $31,109-40.8% | $67,711-72.8% | $52,331-64.8% |
| Participation rate | 51.2% | 54.0%-2.7pp | 67.5%-16.3pp | 68.1%-16.9pp |
| Annual return | 1.45% | 23.70%-22.2pp | 25.41%-24.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $388 | $1,076-63.9% | $2,559-84.8% | $1,882-79.4% |
| Participant deferral / active EE | $923 | $1,970-53.1% | $3,585-74.2% | $3,022-69.4% |
| Admin fee / account holder | $53 | $466-88.6% | $4,255-98.7% | $592-91.0% |