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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,404 | $37,117-42.3% | $147,614-85.5% | $55,191-61.2% |
| Participation rate | 21.6% | 63.6%-42.0pp | 84.6%-63.0pp | 69.2%-47.6pp |
| Annual return | -0.81% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $201 | $1,620-87.6% | $5,564-96.4% | $1,899-89.4% |
| Participant deferral / active EE | $1,096 | $1,985-44.8% | $4,895-77.6% | $3,046-64.0% |
| Admin fee / account holder | $2 | $86-98.0% | $11,611-100.0% | $91-98.1% |