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 | $32,608 | $66,310-50.8% | $93,606-65.2% | $65,185-50.0% |
| Participation rate | 52.5% | 74.0%-21.5pp | 75.8%-23.3pp | 70.2%-17.7pp |
| Annual return | 21.98% | 42.58%-20.6pp | 32.76%-10.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,304 | $2,012-35.2% | $2,718-52.0% | $2,177-40.1% |
| Participant deferral / active EE | $3,099 | $3,342-7.3% | $4,069-23.8% | $3,514-11.8% |
| Admin fee / account holder | $64 | $6,897-99.1% | $7,888-99.2% | $847-92.5% |