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 9-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 | $18,177 | $46,732-61.1% | $156,549-88.4% | $55,167-67.1% |
| Participation rate | 61.2% | 65.8%-4.6pp | 84.0%-22.9pp | 69.0%-7.8pp |
| Annual return | 6.72% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $961 | $2,105-54.3% | $5,501-82.5% | $1,963-51.0% |
| Participant deferral / active EE | $2,002 | $2,204-9.2% | $4,871-58.9% | $3,054-34.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |