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).
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 | $19,501 | $47,977-59.4% | $154,107-87.3% | $56,287-65.4% |
| Participation rate | 56.4% | 66.2%-9.7pp | 83.0%-26.6pp | 69.9%-13.4pp |
| Annual return | 6.92% | 3.54%+3.4pp | 735.12%-728.2pp | -9.96%+16.9pp |
| Employer contribution / active EE | $877 | $2,169-59.6% | $5,298-83.5% | $2,111-58.5% |
| Participant deferral / active EE | $662 | $2,392-72.3% | $5,081-87.0% | $3,350-80.2% |
| Admin fee / account holder | $7 | $438-98.3% | $13,411-99.9% | $521-98.6% |