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 | $42,549 | $59,328-28.3% | $118,925-64.2% | $73,488-42.1% |
| Participation rate | 30.5% | 62.3%-31.8pp | 75.4%-44.9pp | 70.7%-40.2pp |
| Annual return | 15.53% | 19.13%-3.6pp | 35.88%-20.4pp | 28.51%-13.0pp |
| Employer contribution / active EE | $205 | $1,803-88.6% | $3,263-93.7% | $2,270-91.0% |
| Participant deferral / active EE | $1,314 | $2,604-49.5% | $4,265-69.2% | $3,740-64.9% |
| Admin fee / account holder | $10 | $600-98.3% | $6,581-99.8% | $513-98.1% |