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 | $76,738 | $78,672-2.5% | $109,143-29.7% | $85,850-10.6% |
| Participation rate | 17.6% | 68.3%-50.6pp | 75.9%-58.2pp | 69.3%-51.7pp |
| Annual return | 13.45% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $560 | $2,735-79.5% | $3,722-85.0% | $2,565-78.2% |
| Participant deferral / active EE | $1,924 | $3,467-44.5% | $4,653-58.6% | $3,952-51.3% |
| Admin fee / account holder | $20 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |