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 | $23,278 | $58,879-60.5% | $178,490-87.0% | $73,488-68.3% |
| Participation rate | 29.8% | 66.2%-36.4pp | 81.9%-52.1pp | 70.7%-40.9pp |
| Annual return | 20.43% | 24.86%-4.4pp | 151.07%-130.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $666 | $2,236-70.2% | $5,011-86.7% | $2,270-70.7% |
| Participant deferral / active EE | $1,311 | $2,567-48.9% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $224 | $400-44.2% | $13,984-98.4% | $513-56.4% |