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 | $32,752 | $64,909-49.5% | $82,313-60.2% | $62,292-47.4% |
| Participation rate | 57.5% | 74.9%-17.4pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 20.04% | 21.18%-1.1pp | 25.88%-5.8pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,238 | $1,676-26.2% | $2,428-49.0% | $2,042-39.4% |
| Participant deferral / active EE | $2,061 | $3,103-33.6% | $3,706-44.4% | $3,169-35.0% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.0% |