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.
Employer 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 | $30,964 | $44,425-30.3% | $67,834-54.4% | $55,167-43.9% |
| Participation rate | 29.9% | 59.7%-29.9pp | 68.8%-38.9pp | 69.0%-39.1pp |
| Annual return | 10.53% | 17.80%-7.3pp | 138.47%-127.9pp | 169.23%-158.7pp |
| Employer contribution / active EE | $194 | $1,351-85.6% | $2,403-91.9% | $1,963-90.1% |
| Participant deferral / active EE | $1,343 | $2,166-38.0% | $3,160-57.5% | $3,054-56.0% |
| Admin fee / account holder | $71 | $530-86.6% | $4,622-98.5% | $504-85.9% |