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 8-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 | $26,831 | $54,573-50.8% | $90,951-70.5% | $73,488-63.5% |
| Participation rate | 33.7% | 61.2%-27.5pp | 69.0%-35.3pp | 70.7%-37.0pp |
| Annual return | 17.01% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $550 | $991-44.6% | $2,122-74.1% | $2,270-75.8% |
| Participant deferral / active EE | $1,352 | $2,517-46.3% | $3,373-59.9% | $3,740-63.9% |
| Admin fee / account holder | $174 | $521-66.5% | $5,959-97.1% | $513-66.0% |