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 | $55,902 | $64,909-13.9% | $82,313-32.1% | $62,292-10.3% |
| Participation rate | 47.2% | 74.9%-27.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 13.67% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,409 | $1,676-15.9% | $2,428-42.0% | $2,042-31.0% |
| Participant deferral / active EE | $2,589 | $3,103-16.6% | $3,706-30.1% | $3,169-18.3% |
| Admin fee / account holder | $26 | $440-94.1% | $5,608-99.5% | $479-94.6% |