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 | $64,894 | $99,957-35.1% | $149,696-56.6% | $73,488-11.7% |
| Participation rate | 58.6% | 75.7%-17.1pp | 82.5%-23.9pp | 70.7%-12.1pp |
| Annual return | 17.18% | 53.87%-36.7pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,821 | $3,191-42.9% | $4,644-60.8% | $2,270-19.8% |
| Participant deferral / active EE | $3,220 | $6,073-47.0% | $6,842-52.9% | $3,740-13.9% |
| Admin fee / account holder | $16 | $551-97.0% | $9,309-99.8% | $513-96.8% |