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 | $39,947 | $46,732-14.5% | $156,549-74.5% | $55,167-27.6% |
| Participation rate | 34.8% | 65.8%-31.0pp | 84.0%-49.2pp | 69.0%-34.2pp |
| Annual return | 9.17% | 17.72%-8.5pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $326 | $2,105-84.5% | $5,501-94.1% | $1,963-83.4% |
| Participant deferral / active EE | $822 | $2,204-62.7% | $4,871-83.1% | $3,054-73.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |