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 | $33,265 | $63,156-47.3% | $122,332-72.8% | $62,292-46.6% |
| Participation rate | 48.7% | 60.0%-11.4pp | 71.6%-23.0pp | 69.5%-20.8pp |
| Annual return | 20.91% | 20.61%+0.3pp | 30.27%-9.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $431 | $1,385-68.9% | $4,050-89.4% | $2,042-78.9% |
| Participant deferral / active EE | $1,343 | $2,321-42.1% | $3,287-59.1% | $3,169-57.6% |
| Admin fee / account holder | $97 | $440-78.0% | $5,478-98.2% | $479-79.8% |