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.
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 | $32,549 | $66,310-50.9% | $93,606-65.2% | $65,185-50.1% |
| Participation rate | 10.3% | 74.0%-63.6pp | 75.8%-65.5pp | 70.2%-59.9pp |
| Annual return | 20.51% | 42.58%-22.1pp | 32.76%-12.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $400 | $3,342-88.0% | $4,069-90.2% | $3,514-88.6% |
| Admin fee / account holder | $11 | $6,897-99.8% | $7,888-99.9% | $847-98.7% |