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).
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 | $23,826 | $75,183-68.3% | $123,892-80.8% | $55,167-56.8% |
| Participation rate | 49.6% | 72.8%-23.2pp | 81.4%-31.8pp | 69.0%-19.4pp |
| Annual return | 26.39% | 19.01%+7.4pp | 47.52%-21.1pp | 169.23%-142.8pp |
| Employer contribution / active EE | $641 | $2,823-77.3% | $4,617-86.1% | $1,963-67.3% |
| Participant deferral / active EE | $731 | $5,084-85.6% | $5,984-87.8% | $3,054-76.1% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |