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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,440 | $85,202-78.4% | $172,739-89.3% | $72,985-74.7% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 18.75% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $601 | $3,324-81.9% | $5,143-88.3% | $2,440-75.4% |
| Participant deferral / active EE | $891 | $3,260-72.7% | $5,198-82.9% | $3,607-75.3% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |