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 9-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 | $10,951 | $25,302-56.7% | $74,701-85.3% | $67,579-83.8% |
| Participation rate | 14.4% | 37.8%-23.5pp | 54.5%-40.1pp | 71.3%-56.9pp |
| Annual return | 23.49% | 10291.17%-10267.7pp | 752.92%-729.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $122 | $446-72.6% | $1,084-88.7% | $2,148-94.3% |
| Participant deferral / active EE | $365 | $954-61.8% | $1,964-81.4% | $3,539-89.7% |
| Admin fee / account holder | $52 | $108-51.5% | $3,333-98.4% | $142-63.3% |