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 | $57,127 | $89,652-36.3% | $141,162-59.5% | $65,185-12.4% |
| Participation rate | 56.3% | 74.7%-18.4pp | 82.5%-26.1pp | 70.2%-13.9pp |
| Annual return | 20.87% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,800 | $3,065-41.3% | $4,735-62.0% | $2,177-17.3% |
| Participant deferral / active EE | $3,186 | $5,691-44.0% | $6,709-52.5% | $3,514-9.3% |
| Admin fee / account holder | $18 | $569-96.9% | $10,261-99.8% | $847-97.9% |