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 | $47,826 | $52,953-9.7% | $172,739-72.3% | $65,185-26.6% |
| Participation rate | 33.6% | 66.2%-32.6pp | 82.6%-49.0pp | 70.2%-36.6pp |
| Annual return | 23.26% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.1pp |
| Employer contribution / active EE | $463 | $2,190-78.9% | $5,143-91.0% | $2,177-78.7% |
| Participant deferral / active EE | $1,205 | $2,471-51.2% | $5,198-76.8% | $3,514-65.7% |
| Admin fee / account holder | $38 | $472-91.9% | $13,954-99.7% | $847-95.5% |