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 | $29,781 | $63,924-53.4% | $108,579-72.6% | $55,167-46.0% |
| Participation rate | 69.5% | 74.3%-4.9pp | 79.6%-10.1pp | 69.0%+0.5pp |
| Annual return | 9.36% | 15.31%-6.0pp | -51.70%+61.1pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,753 | $3,067-10.2% | $4,311-36.1% | $3,054-9.9% |
| Admin fee / account holder | $32 | $618-94.9% | $7,645-99.6% | $504-93.7% |