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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,565 | $51,620-44.7% | $90,281-68.4% | $65,185-56.2% |
| Participation rate | 44.0% | 68.6%-24.6pp | 73.3%-29.3pp | 70.2%-26.2pp |
| Annual return | 25.02% | 24.94%+0.1pp | 78.10%-53.1pp | 29.38%-4.4pp |
| Employer contribution / active EE | $568 | $2,235-74.6% | $2,854-80.1% | $2,177-73.9% |
| Participant deferral / active EE | $3,270 | $2,871+13.9% | $3,885-15.8% | $3,514-6.9% |
| Admin fee / account holder | $22 | $384-94.3% | $5,351-99.6% | $847-97.4% |