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 | $23,346 | $61,156-61.8% | $185,823-87.4% | $79,386-70.6% |
| Participation rate | 61.8% | 66.6%-4.8pp | 81.7%-19.9pp | 70.7%-8.9pp |
| Annual return | 20.61% | 19.45%+1.2pp | 122.05%-101.4pp | 116.85%-96.2pp |
| Employer contribution / active EE | $1,021 | $2,321-56.0% | $5,167-80.2% | $2,427-57.9% |
| Participant deferral / active EE | $584 | $2,789-79.1% | $5,568-89.5% | $4,046-85.6% |
| Admin fee / account holder | $5 | $710-99.2% | $16,237-100.0% | $626-99.1% |