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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,347 | $99,957-63.6% | $149,696-75.7% | $73,488-50.5% |
| Participation rate | 37.6% | 75.7%-38.1pp | 82.5%-44.9pp | 70.7%-33.1pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,190 | $3,191-62.7% | $4,644-74.4% | $2,270-47.6% |
| Participant deferral / active EE | $2,373 | $6,073-60.9% | $6,842-65.3% | $3,740-36.5% |
| Admin fee / account holder | $91 | $551-83.5% | $9,309-99.0% | $513-82.3% |