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 | $23,337 | $36,767-36.5% | $81,478-71.4% | $62,292-62.5% |
| Participation rate | 52.8% | 54.4%-1.6pp | 68.0%-15.1pp | 69.5%-16.7pp |
| Annual return | 21.30% | 173.80%-152.5pp | 38.78%-17.5pp | 28.90%-7.6pp |
| Employer contribution / active EE | $464 | $1,128-58.9% | $2,568-81.9% | $2,042-77.3% |
| Participant deferral / active EE | $1,086 | $2,111-48.5% | $3,537-69.3% | $3,169-65.7% |
| Admin fee / account holder | $25 | $797-96.8% | $4,561-99.4% | $479-94.7% |