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 | $68,323 | $47,848+42.8% | $81,478-16.1% | $70,131-2.6% |
| Participation rate | 52.6% | 58.3%-5.6pp | 68.0%-15.3pp | 69.5%-16.9pp |
| Annual return | 17.39% | 27.25%-9.9pp | 38.78%-21.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,066 | $1,527+100.8% | $2,568+19.4% | $2,342+30.9% |
| Participant deferral / active EE | $5,668 | $2,453+131.1% | $3,537+60.3% | $3,332+70.1% |
| Admin fee / account holder | $16 | $3,145-99.5% | $4,561-99.6% | $4,645-99.6% |