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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,544 | $52,639-9.7% | $185,117-74.3% | $62,292-23.7% |
| Participation rate | 41.1% | 63.9%-22.8pp | 77.3%-36.2pp | 69.5%-28.5pp |
| Annual return | 15.65% | 19.57%-3.9pp | 40.50%-24.9pp | 28.90%-13.3pp |
| Employer contribution / active EE | $322 | $1,483-78.3% | $4,182-92.3% | $2,042-84.3% |
| Participant deferral / active EE | $2,750 | $3,097-11.2% | $5,045-45.5% | $3,169-13.2% |
| Admin fee / account holder | $73 | $374-80.6% | $8,159-99.1% | $479-84.9% |