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.
Participant 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 | $34,687 | $85,635-59.5% | $123,892-72.0% | $63,975-45.8% |
| Participation rate | 5.9% | 74.9%-69.1pp | 81.4%-75.5pp | 71.1%-65.3pp |
| Annual return | 9.83% | 15.74%-5.9pp | 47.52%-37.7pp | 48.65%-38.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $244 | $5,667-95.7% | $5,984-95.9% | $3,356-92.7% |
| Admin fee / account holder | $46 | $75-38.3% | $8,357-99.4% | $70-34.4% |