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 | $33,491 | $51,466-34.9% | $78,778-57.5% | $62,292-46.2% |
| Participation rate | 53.1% | 59.8%-6.6pp | 69.2%-16.0pp | 69.5%-16.4pp |
| Annual return | 15.85% | 19.96%-4.1pp | 35.62%-19.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $526 | $827-36.5% | $1,986-73.5% | $2,042-74.3% |
| Participant deferral / active EE | $1,407 | $2,147-34.5% | $2,958-52.4% | $3,169-55.6% |
| Admin fee / account holder | $19 | $489-96.2% | $5,134-99.6% | $479-96.1% |