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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,658 | $52,953-61.0% | $172,739-88.0% | $65,185-68.3% |
| Participation rate | 63.6% | 66.2%-2.6pp | 82.6%-19.0pp | 70.2%-6.6pp |
| Annual return | 6.74% | 30.12%-23.4pp | 802.84%-796.1pp | 29.38%-22.6pp |
| Employer contribution / active EE | $1,648 | $2,190-24.7% | $5,143-68.0% | $2,177-24.3% |
| Participant deferral / active EE | $2,197 | $2,471-11.1% | $5,198-57.7% | $3,514-37.5% |
| Admin fee / account holder | $73 | $472-84.5% | $13,954-99.5% | $847-91.3% |