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 | $26,399 | $49,138-46.3% | $84,015-68.6% | $65,185-59.5% |
| Participation rate | 67.0% | 60.7%+6.3pp | 69.0%-2.0pp | 70.2%-3.2pp |
| Annual return | 18.90% | 23.00%-4.1pp | 71.31%-52.4pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,130 | $914+23.6% | $1,983-43.0% | $2,177-48.1% |
| Participant deferral / active EE | $1,664 | $2,397-30.6% | $3,239-48.6% | $3,514-52.6% |
| Admin fee / account holder | $64 | $543-88.2% | $6,101-99.0% | $847-92.5% |