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 | $109,257 | $48,046+127.4% | $84,611+29.1% | $72,985+49.7% |
| Participation rate | 18.5% | 57.6%-39.1pp | 68.2%-49.8pp | 69.5%-51.0pp |
| Annual return | 25.39% | 37.38%-12.0pp | 258.74%-233.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $377 | $1,602-76.4% | $2,652-85.8% | $2,440-84.5% |
| Participant deferral / active EE | $1,235 | $2,680-53.9% | $3,899-68.3% | $3,607-65.8% |
| Admin fee / account holder | $79 | $3,395-97.7% | $4,912-98.4% | $5,124-98.5% |