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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,679 | $63,114+5.6% | $92,893-28.2% | $65,185+2.3% |
| Participation rate | 40.0% | 68.8%-28.8pp | 76.0%-36.0pp | 70.2%-30.2pp |
| Annual return | 24.51% | 28.75%-4.2pp | 109.41%-84.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,314 | $2,571-48.9% | $3,653-64.0% | $2,177-39.6% |
| Participant deferral / active EE | $2,642 | $3,108-15.0% | $4,236-37.6% | $3,514-24.8% |
| Admin fee / account holder | $26 | $624-95.9% | $5,794-99.6% | $847-97.0% |