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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,951 | $62,928-7.9% | $172,739-66.5% | $67,579-14.2% |
| Participation rate | 11.2% | 64.5%-53.3pp | 82.6%-71.5pp | 71.3%-60.1pp |
| Annual return | 24.53% | 30.36%-5.8pp | 802.84%-778.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $590 | $2,145-72.5% | $5,198-88.7% | $3,539-83.3% |
| Admin fee / account holder | $4 | $167-97.3% | $13,954-100.0% | $142-96.9% |