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 8-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 | $24,738 | $58,879-58.0% | $178,490-86.1% | $73,488-66.3% |
| Participation rate | 64.0% | 66.2%-2.2pp | 81.9%-17.9pp | 70.7%-6.6pp |
| Annual return | 17.32% | 24.86%-7.5pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $924 | $2,236-58.7% | $5,011-81.6% | $2,270-59.3% |
| Participant deferral / active EE | $2,697 | $2,567+5.0% | $5,202-48.2% | $3,740-27.9% |
| Admin fee / account holder | $126 | $400-68.5% | $13,984-99.1% | $513-75.4% |