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 | $32,542 | $75,183-56.7% | $123,892-73.7% | $55,167-41.0% |
| Participation rate | 67.3% | 72.8%-5.5pp | 81.4%-14.1pp | 69.0%-1.7pp |
| Annual return | 11.95% | 19.01%-7.1pp | 47.52%-35.6pp | 169.23%-157.3pp |
| Employer contribution / active EE | $2,471 | $2,823-12.5% | $4,617-46.5% | $1,963+25.9% |
| Participant deferral / active EE | $6,157 | $5,084+21.1% | $5,984+2.9% | $3,054+101.6% |
| Admin fee / account holder | $43 | $663-93.6% | $8,357-99.5% | $504-91.5% |