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 | $40,102 | $22,714+76.6% | $59,496-32.6% | $55,191-27.3% |
| Participation rate | 6.0% | 37.5%-31.5pp | 54.6%-48.6pp | 69.2%-63.2pp |
| Annual return | 0.60% | -44.01%+44.6pp | 182.05%-181.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $194 | $418-53.5% | $1,153-83.1% | $1,899-89.8% |
| Participant deferral / active EE | $315 | $843-62.6% | $1,829-82.8% | $3,046-89.6% |
| Admin fee / account holder | $97 | $83+16.7% | $2,232-95.6% | $91+7.2% |