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 | $42,187 | $46,732-9.7% | $156,549-73.1% | $55,167-23.5% |
| Participation rate | 15.5% | 65.8%-50.3pp | 84.0%-68.6pp | 69.0%-53.5pp |
| Annual return | 7.06% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $373 | $2,105-82.3% | $5,501-93.2% | $1,963-81.0% |
| Participant deferral / active EE | $628 | $2,204-71.5% | $4,871-87.1% | $3,054-79.4% |
| Admin fee / account holder | $4 | $418-99.1% | $13,027-100.0% | $504-99.2% |