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 | $37,329 | $101,523-63.2% | $141,162-73.6% | $77,787-52.0% |
| Participation rate | 1.7% | 77.4%-75.6pp | 82.5%-80.7pp | 73.2%-71.5pp |
| Annual return | 22.68% | 56.22%-33.5pp | 71.39%-48.7pp | 32.57%-9.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $111 | $6,434-98.3% | $6,709-98.3% | $3,967-97.2% |
| Admin fee / account holder | $27 | $92-70.8% | $10,261-99.7% | $100-73.3% |