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 | $23,094 | $33,745-31.6% | $64,105-64.0% | $55,191-58.2% |
| Participation rate | 34.7% | 59.4%-24.7pp | 68.2%-33.5pp | 69.2%-34.5pp |
| Annual return | 1.35% | 4.95%-3.6pp | 791.24%-789.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $368 | $641-42.6% | $1,820-79.8% | $1,899-80.6% |
| Participant deferral / active EE | $1,244 | $1,929-35.5% | $2,822-55.9% | $3,046-59.2% |
| Admin fee / account holder | $82 | $94-13.0% | $4,499-98.2% | $91-9.6% |