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 | $33,128 | $46,732-29.1% | $156,549-78.8% | $55,167-39.9% |
| Participation rate | 46.6% | 65.8%-19.2pp | 84.0%-37.4pp | 69.0%-22.4pp |
| Annual return | 8.56% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,273 | $2,105-39.5% | $5,501-76.9% | $1,963-35.1% |
| Participant deferral / active EE | $2,134 | $2,204-3.2% | $4,871-56.2% | $3,054-30.1% |
| Admin fee / account holder | $29 | $418-93.1% | $13,027-99.8% | $504-94.3% |