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 | $34,879 | $36,916-5.5% | $156,549-77.7% | $57,658-39.5% |
| Participation rate | 7.3% | 63.4%-56.2pp | 84.0%-76.7pp | 70.2%-63.0pp |
| Annual return | 9.23% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $405 | $1,571-74.2% | $5,501-92.6% | $1,974-79.5% |
| Participant deferral / active EE | $639 | $1,926-66.8% | $4,871-86.9% | $3,061-79.1% |
| Admin fee / account holder | $9 | $82-89.7% | $13,027-99.9% | $95-91.0% |