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 | $39,891 | $58,726-32.1% | $92,233-56.7% | $62,292-36.0% |
| Participation rate | 38.2% | 68.3%-30.1pp | 76.5%-38.3pp | 69.5%-31.3pp |
| Annual return | 59.92% | 43.62%+16.3pp | 176.28%-116.4pp | 28.90%+31.0pp |
| Employer contribution / active EE | $1,967 | $2,392-17.8% | $3,679-46.5% | $2,042-3.7% |
| Participant deferral / active EE | $4,842 | $2,766+75.1% | $3,897+24.2% | $3,169+52.8% |
| Admin fee / account holder | $54 | $556-90.2% | $5,194-99.0% | $479-88.6% |