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 | $58,323 | $58,083+0.4% | $80,019-27.1% | $56,287+3.6% |
| Participation rate | 33.6% | 73.6%-40.0pp | 75.8%-42.3pp | 69.9%-36.3pp |
| Annual return | -2.29% | 34.61%-36.9pp | 11.22%-13.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $88 | $1,932-95.4% | $2,468-96.4% | $2,111-95.8% |
| Participant deferral / active EE | $1,678 | $3,135-46.5% | $3,686-54.5% | $3,350-49.9% |
| Admin fee / account holder | $11 | $623-98.2% | $6,521-99.8% | $521-97.8% |