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 | $23,267 | $55,449-58.0% | $83,848-72.3% | $56,287-58.7% |
| Participation rate | 30.8% | 68.0%-37.2pp | 76.1%-45.3pp | 69.9%-39.0pp |
| Annual return | -7.01% | -1.38%-5.6pp | 850.88%-857.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $758 | $2,430-68.8% | $3,631-79.1% | $2,111-64.1% |
| Participant deferral / active EE | $1,222 | $2,935-58.4% | $4,082-70.1% | $3,350-63.5% |
| Admin fee / account holder | $3 | $656-99.5% | $5,478-99.9% | $521-99.4% |