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 | $34,172 | $44,425-23.1% | $67,834-49.6% | $55,167-38.1% |
| Participation rate | 38.1% | 59.7%-21.6pp | 68.8%-30.7pp | 69.0%-30.9pp |
| Annual return | 11.23% | 17.80%-6.6pp | 138.47%-127.2pp | 169.23%-158.0pp |
| Employer contribution / active EE | $589 | $1,351-56.4% | $2,403-75.5% | $1,963-70.0% |
| Participant deferral / active EE | $1,101 | $2,166-49.2% | $3,160-65.1% | $3,054-63.9% |
| Admin fee / account holder | $13 | $530-97.5% | $4,622-99.7% | $504-97.4% |