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 | $17,729 | $55,453-68.0% | $170,442-89.6% | $62,292-71.5% |
| Participation rate | 44.9% | 66.4%-21.5pp | 83.6%-38.7pp | 69.5%-24.6pp |
| Annual return | 18.34% | 21.38%-3.0pp | 205.93%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $629 | $2,164-70.9% | $5,433-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $1,039 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.8% |