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 | $27,254 | $37,044-26.4% | $71,796-62.0% | $57,658-52.7% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.1%-34.5pp | 70.2%-35.6pp |
| Annual return | 8.81% | 12.64%-3.8pp | 78.04%-69.2pp | 5.13%+3.7pp |
| Employer contribution / active EE | $238 | $720-66.9% | $1,924-87.6% | $1,974-87.9% |
| Participant deferral / active EE | $490 | $1,974-75.2% | $2,794-82.5% | $3,061-84.0% |
| Admin fee / account holder | $139 | $101+37.7% | $4,815-97.1% | $95+47.0% |