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 | $22,214 | $46,297-52.0% | $71,671-69.0% | $62,292-64.3% |
| Participation rate | 33.6% | 60.6%-27.0pp | 68.7%-35.2pp | 69.5%-35.9pp |
| Annual return | 15.51% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $521 | $1,412-63.1% | $2,460-78.8% | $2,042-74.5% |
| Participant deferral / active EE | $809 | $2,235-63.8% | $3,438-76.5% | $3,169-74.5% |
| Admin fee / account holder | $8 | $461-98.2% | $5,558-99.9% | $479-98.3% |