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 | $40,285 | $56,423-28.6% | $77,163-47.8% | $71,457-43.6% |
| Participation rate | 39.4% | 64.3%-24.9pp | 69.6%-30.1pp | 67.9%-28.5pp |
| Annual return | 14.19% | 19.05%-4.9pp | 37.87%-23.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,378 | $1,866-26.2% | $2,535-45.6% | $2,588-46.7% |
| Participant deferral / active EE | $2,155 | $3,142-31.4% | $3,833-43.8% | $4,289-49.7% |
| Admin fee / account holder | $292 | $1,429-79.5% | $5,472-94.7% | $1,587-81.6% |