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 | $16,622 | $44,425-62.6% | $67,834-75.5% | $55,167-69.9% |
| Participation rate | 38.7% | 59.7%-21.0pp | 68.8%-30.1pp | 69.0%-30.3pp |
| Annual return | 7.62% | 17.80%-10.2pp | 138.47%-130.8pp | 169.23%-161.6pp |
| Employer contribution / active EE | $553 | $1,351-59.1% | $2,403-77.0% | $1,963-71.8% |
| Participant deferral / active EE | $823 | $2,166-62.0% | $3,160-74.0% | $3,054-73.1% |
| Admin fee / account holder | $6 | $530-98.8% | $4,622-99.9% | $504-98.8% |