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 | $59,236 | $50,898+16.4% | $171,082-65.4% | $55,167+7.4% |
| Participation rate | 56.0% | 63.3%-7.3pp | 76.7%-20.7pp | 69.0%-13.0pp |
| Annual return | 6.50% | 15.34%-8.8pp | 32.56%-26.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,181 | $1,433-17.6% | $4,002-70.5% | $1,963-39.8% |
| Participant deferral / active EE | $2,564 | $2,994-14.4% | $4,797-46.6% | $3,054-16.1% |
| Admin fee / account holder | $1 | $500-99.9% | $8,520-100.0% | $504-99.9% |