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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,850 | $46,297+20.6% | $71,671-22.1% | $62,292-10.3% |
| Participation rate | 13.5% | 60.6%-47.1pp | 68.7%-55.2pp | 69.5%-56.0pp |
| Annual return | 31.20% | 22.32%+8.9pp | 20.65%+10.5pp | 28.90%+2.3pp |
| Employer contribution / active EE | $330 | $1,412-76.6% | $2,460-86.6% | $2,042-83.8% |
| Participant deferral / active EE | $735 | $2,235-67.1% | $3,438-78.6% | $3,169-76.8% |
| Admin fee / account holder | $121 | $461-73.7% | $5,558-97.8% | $479-74.7% |