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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,610 | $80,753-73.2% | $136,294-84.1% | $62,292-65.3% |
| Participation rate | 49.5% | 73.5%-24.0pp | 81.9%-32.4pp | 69.5%-20.0pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,225 | $2,884-57.5% | $4,695-73.9% | $2,042-40.0% |
| Participant deferral / active EE | $4,048 | $5,164-21.6% | $6,247-35.2% | $3,169+27.7% |
| Admin fee / account holder | $72 | $525-86.4% | $9,243-99.2% | $479-85.1% |