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 | $12,952 | $27,330-52.6% | $67,711-80.9% | $55,191-76.5% |
| Participation rate | 45.5% | 47.5%-2.0pp | 67.5%-22.0pp | 69.2%-23.6pp |
| Annual return | 1.76% | 8.81%-7.0pp | 25.41%-23.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $364 | $855-57.4% | $2,559-85.8% | $1,899-80.8% |
| Participant deferral / active EE | $1,284 | $1,709-24.9% | $3,585-64.2% | $3,046-57.9% |
| Admin fee / account holder | $1 | $109-98.7% | $4,255-100.0% | $91-98.5% |