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.
Employer 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 | $29,103 | $50,666-42.6% | $76,817-62.1% | $65,185-55.4% |
| Participation rate | 33.9% | 68.8%-34.9pp | 72.1%-38.2pp | 70.2%-36.3pp |
| Annual return | 26.32% | 28.51%-2.2pp | 1166.11%-1139.8pp | 29.38%-3.1pp |
| Employer contribution / active EE | $357 | $1,575-77.3% | $2,302-84.5% | $2,177-83.6% |
| Participant deferral / active EE | $1,255 | $2,647-52.6% | $3,336-62.4% | $3,514-64.3% |
| Admin fee / account holder | $128 | $463-72.3% | $6,420-98.0% | $847-84.9% |