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 | $38,188 | $50,637-24.6% | $86,590-55.9% | $62,292-38.7% |
| Participation rate | 26.6% | 67.9%-41.3pp | 73.5%-46.9pp | 69.5%-42.9pp |
| Annual return | 19.05% | 20.80%-1.7pp | 964.84%-945.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $533 | $2,075-74.3% | $2,839-81.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,044 | $2,611-60.0% | $3,609-71.1% | $3,169-67.1% |
| Admin fee / account holder | $147 | $413-64.5% | $4,906-97.0% | $479-69.4% |