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 | $65,211 | $72,277-9.8% | $101,248-35.6% | $79,858-18.3% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.8%-38.1pp | 69.6%-31.9pp |
| Annual return | 16.74% | 22.30%-5.6pp | 46.47%-29.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $484 | $2,692-82.0% | $3,660-86.8% | $2,471-80.4% |
| Participant deferral / active EE | $1,491 | $3,282-54.6% | $4,370-65.9% | $3,740-60.1% |
| Admin fee / account holder | $76 | $4,400-98.3% | $5,945-98.7% | $5,306-98.6% |