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 | $27,348 | $36,767-25.6% | $81,478-66.4% | $62,292-56.1% |
| Participation rate | 63.6% | 54.4%+9.2pp | 68.0%-4.3pp | 69.5%-5.9pp |
| Annual return | 20.29% | 173.80%-153.5pp | 38.78%-18.5pp | 28.90%-8.6pp |
| Employer contribution / active EE | $356 | $1,128-68.4% | $2,568-86.1% | $2,042-82.6% |
| Participant deferral / active EE | $1,883 | $2,111-10.8% | $3,537-46.8% | $3,169-40.6% |
| Admin fee / account holder | $19 | $797-97.6% | $4,561-99.6% | $479-96.0% |