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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,540 | $47,448+6.5% | $94,993-46.8% | $62,292-18.9% |
| Participation rate | 60.2% | 66.5%-6.3pp | 73.9%-13.7pp | 69.5%-9.3pp |
| Annual return | 16.98% | 22.64%-5.7pp | 27.12%-10.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,886 | $2,375-20.6% | $3,317-43.2% | $3,169-40.5% |
| Admin fee / account holder | $15 | $434-96.5% | $4,960-99.7% | $479-96.8% |