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 | $26,695 | $44,473-40.0% | $76,523-65.1% | $55,725-52.1% |
| Participation rate | 24.0% | 51.0%-27.0pp | 68.0%-44.0pp | 70.9%-46.9pp |
| Annual return | -6.26% | -2.01%-4.3pp | -0.27%-6.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $464 | $1,101-57.8% | $2,647-82.5% | $2,078-77.7% |
| Participant deferral / active EE | $967 | $1,988-51.4% | $3,835-74.8% | $3,356-71.2% |
| Admin fee / account holder | $9 | $134-93.7% | $4,848-99.8% | $115-92.6% |