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 | $35,716 | $46,360-23.0% | $147,614-75.8% | $52,331-31.8% |
| Participation rate | 15.1% | 64.9%-49.9pp | 84.6%-69.5pp | 68.1%-53.0pp |
| Annual return | 0.41% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $347 | $2,126-83.7% | $5,564-93.8% | $1,882-81.6% |
| Participant deferral / active EE | $491 | $2,258-78.3% | $4,895-90.0% | $3,022-83.8% |
| Admin fee / account holder | $3 | $766-99.7% | $11,611-100.0% | $592-99.6% |