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 | $35,682 | $58,726-39.2% | $92,233-61.3% | $62,292-42.7% |
| Participation rate | 36.7% | 68.3%-31.6pp | 76.5%-39.8pp | 69.5%-32.8pp |
| Annual return | 19.43% | 43.62%-24.2pp | 176.28%-156.8pp | 28.90%-9.5pp |
| Employer contribution / active EE | $192 | $2,392-92.0% | $3,679-94.8% | $2,042-90.6% |
| Participant deferral / active EE | $1,381 | $2,766-50.1% | $3,897-64.6% | $3,169-56.4% |
| Admin fee / account holder | $201 | $556-63.8% | $5,194-96.1% | $479-58.0% |