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.
Participant 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 | $22,467 | $33,745-33.4% | $64,105-65.0% | $55,191-59.3% |
| Participation rate | 32.8% | 59.4%-26.5pp | 68.2%-35.3pp | 69.2%-36.3pp |
| Annual return | -1.28% | 4.95%-6.2pp | 791.24%-792.5pp | 10.78%-12.1pp |
| Employer contribution / active EE | $230 | $641-64.2% | $1,820-87.4% | $1,899-87.9% |
| Participant deferral / active EE | $442 | $1,929-77.1% | $2,822-84.3% | $3,046-85.5% |
| Admin fee / account holder | $124 | $94+31.0% | $4,499-97.3% | $91+36.2% |