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.
Participant 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 | $32,711 | $99,957-67.3% | $149,696-78.1% | $73,488-55.5% |
| Participation rate | 57.6% | 75.7%-18.1pp | 82.5%-24.9pp | 70.7%-13.1pp |
| Annual return | 17.48% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,119 | $3,191-33.6% | $4,644-54.4% | $2,270-6.7% |
| Participant deferral / active EE | $2,676 | $6,073-55.9% | $6,842-60.9% | $3,740-28.4% |
| Admin fee / account holder | $243 | $551-55.8% | $9,309-97.4% | $513-52.6% |