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 | $33,995 | $38,365-11.4% | $84,611-59.8% | $65,185-47.8% |
| Participation rate | 31.4% | 55.7%-24.3pp | 68.2%-36.9pp | 70.2%-38.8pp |
| Annual return | 23.87% | 32.00%-8.1pp | 258.74%-234.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $651 | $1,258-48.3% | $2,652-75.5% | $2,177-70.1% |
| Participant deferral / active EE | $1,024 | $2,278-55.1% | $3,899-73.7% | $3,514-70.9% |
| Admin fee / account holder | $175 | $451-61.1% | $4,912-96.4% | $847-79.3% |