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 | $31,694 | $50,464-37.2% | $75,781-58.2% | $52,331-39.4% |
| Participation rate | 42.6% | 66.8%-24.2pp | 75.8%-33.2pp | 68.1%-25.5pp |
| Annual return | 2.10% | 1.03%+1.1pp | 9.68%-7.6pp | 4.54%-2.4pp |
| Employer contribution / active EE | $667 | $1,988-66.5% | $3,323-79.9% | $1,882-64.6% |
| Participant deferral / active EE | $1,304 | $2,570-49.3% | $3,651-64.3% | $3,022-56.9% |
| Admin fee / account holder | $9 | $1,103-99.2% | $5,299-99.8% | $592-98.5% |