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 | $43,176 | $65,041-33.6% | $90,951-52.5% | $79,858-45.9% |
| Participation rate | 62.2% | 61.6%+0.6pp | 69.0%-6.8pp | 69.6%-7.4pp |
| Annual return | 15.16% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $782 | $1,247-37.3% | $2,122-63.1% | $2,471-68.3% |
| Participant deferral / active EE | $1,480 | $2,512-41.1% | $3,373-56.1% | $3,740-60.4% |
| Admin fee / account holder | $62 | $4,536-98.6% | $5,959-99.0% | $5,306-98.8% |