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 | $44,445 | $85,202-47.8% | $172,739-74.3% | $72,985-39.1% |
| Participation rate | 62.2% | 70.1%-7.8pp | 82.6%-20.4pp | 69.5%-7.2pp |
| Annual return | 22.54% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,739 | $3,324-47.7% | $5,143-66.2% | $2,440-28.7% |
| Participant deferral / active EE | $2,139 | $3,260-34.4% | $5,198-58.8% | $3,607-40.7% |
| Admin fee / account holder | $165 | $5,884-97.2% | $13,954-98.8% | $5,124-96.8% |