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 | $36,432 | $58,726-38.0% | $92,233-60.5% | $62,292-41.5% |
| Participation rate | 61.1% | 68.3%-7.3pp | 76.5%-15.4pp | 69.5%-8.4pp |
| Annual return | 19.91% | 43.62%-23.7pp | 176.28%-156.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $594 | $2,392-75.2% | $3,679-83.9% | $2,042-70.9% |
| Participant deferral / active EE | $2,650 | $2,766-4.2% | $3,897-32.0% | $3,169-16.4% |
| Admin fee / account holder | $231 | $556-58.5% | $5,194-95.6% | $479-51.8% |