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 | $56,908 | $33,067+72.1% | $76,523-25.6% | $56,287+1.1% |
| Participation rate | 15.6% | 55.4%-39.8pp | 68.0%-52.4pp | 69.9%-54.2pp |
| Annual return | -5.75% | 2.72%-8.5pp | -0.27%-5.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $352 | $1,200-70.7% | $2,647-86.7% | $2,111-83.3% |
| Participant deferral / active EE | $909 | $2,240-59.4% | $3,835-76.3% | $3,350-72.9% |
| Admin fee / account holder | $224 | $537-58.2% | $4,848-95.4% | $521-56.9% |