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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,963 | $36,916-62.2% | $156,549-91.1% | $57,658-75.8% |
| Participation rate | 44.6% | 63.4%-18.9pp | 84.0%-39.4pp | 70.2%-25.6pp |
| Annual return | 50.93% | 12.38%+38.5pp | 32.23%+18.7pp | 5.13%+45.8pp |
| Employer contribution / active EE | $387 | $1,571-75.4% | $5,501-93.0% | $1,974-80.4% |
| Participant deferral / active EE | $656 | $1,926-65.9% | $4,871-86.5% | $3,061-78.6% |
| Admin fee / account holder | $131 | $82+58.3% | $13,027-99.0% | $95+38.1% |