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 7-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,414 | $58,879-73.8% | $178,490-91.4% | $73,488-79.0% |
| Participation rate | 67.2% | 66.2%+1.0pp | 81.9%-14.7pp | 70.7%-3.4pp |
| Annual return | 42.92% | 24.86%+18.1pp | 151.07%-108.2pp | 28.51%+14.4pp |
| Employer contribution / active EE | $2,516 | $2,236+12.5% | $5,011-49.8% | $2,270+10.8% |
| Participant deferral / active EE | $3,486 | $2,567+35.8% | $5,202-33.0% | $3,740-6.8% |
| Admin fee / account holder | $34 | $400-91.6% | $13,984-99.8% | $513-93.5% |