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 | $40,544 | $45,035-10.0% | $62,995-35.6% | $70,131-42.2% |
| Participation rate | 62.9% | 69.5%-6.6pp | 74.8%-11.9pp | 69.5%-6.7pp |
| Annual return | 17.62% | 18.76%-1.1pp | 87.57%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,234 | $2,465-49.9% | $3,329-62.9% | $3,332-63.0% |
| Admin fee / account holder | $83 | $2,834-97.1% | $3,600-97.7% | $4,645-98.2% |