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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,936 | $39,948-25.1% | $89,391-66.5% | $73,409-59.2% |
| Participation rate | 23.6% | 50.4%-26.8pp | 68.0%-44.4pp | 72.2%-48.6pp |
| Annual return | 15.22% | 50.12%-34.9pp | 245.62%-230.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $437 | $1,200-63.6% | $2,586-83.1% | $2,234-80.4% |
| Participant deferral / active EE | $833 | $2,193-62.0% | $3,890-78.6% | $3,805-78.1% |
| Admin fee / account holder | $16 | $134-88.4% | $4,881-99.7% | $158-90.1% |