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 | $62,048 | $31,388+97.7% | $73,545-15.6% | $62,292-0.4% |
| Participation rate | 27.4% | 39.9%-12.4pp | 54.9%-27.5pp | 69.5%-42.1pp |
| Annual return | 24.98% | 25.34%-0.4pp | -15.16%+40.1pp | 28.90%-3.9pp |
| Employer contribution / active EE | $240 | $498-51.8% | $1,219-80.3% | $2,042-88.2% |
| Participant deferral / active EE | $643 | $1,028-37.5% | $1,806-64.4% | $3,169-79.7% |
| Admin fee / account holder | $21 | $299-93.1% | $2,320-99.1% | $479-95.7% |