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.
Annual investment return 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 | $25,791 | $45,825-43.7% | $90,645-71.5% | $56,287-54.2% |
| Participation rate | 35.2% | 66.7%-31.5pp | 74.0%-38.8pp | 69.9%-34.6pp |
| Annual return | -9.25% | 38.64%-47.9pp | 1.88%-11.1pp | -9.96%+0.7pp |
| Employer contribution / active EE | $618 | $1,372-55.0% | $2,532-75.6% | $2,111-70.7% |
| Participant deferral / active EE | $1,186 | $2,562-53.7% | $3,425-65.4% | $3,350-64.6% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |