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).
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 | $16,078 | $55,453-71.0% | $170,442-90.6% | $62,292-74.2% |
| Participation rate | 42.6% | 66.4%-23.8pp | 83.6%-41.0pp | 69.5%-26.9pp |
| Annual return | 18.60% | 21.38%-2.8pp | 205.93%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $378 | $2,164-82.5% | $5,433-93.0% | $2,042-81.5% |
| Participant deferral / active EE | $770 | $2,303-66.5% | $4,939-84.4% | $3,169-75.7% |
| Admin fee / account holder | $9 | $455-97.9% | $13,880-99.9% | $479-98.0% |