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).
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 | $48,645 | $55,002-11.6% | $59,878-18.8% | $56,287-13.6% |
| Participation rate | 69.2% | 75.9%-6.7pp | 74.7%-5.5pp | 69.9%-0.6pp |
| Annual return | -6.60% | 1.13%-7.7pp | 3.46%-10.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,947 | $2,448+20.4% | $2,722+8.3% | $2,111+39.6% |
| Participant deferral / active EE | $4,884 | $3,121+56.5% | $3,402+43.6% | $3,350+45.8% |
| Admin fee / account holder | $6 | $236-97.3% | $3,590-99.8% | $521-98.8% |