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.
Annual investment return 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 | $24,995 | $35,485-29.6% | $74,550-66.5% | $55,725-55.1% |
| Participation rate | 48.6% | 62.5%-13.9pp | 69.1%-20.5pp | 70.9%-22.2pp |
| Annual return | -7.04% | 0.72%-7.8pp | 32.53%-39.6pp | 244.93%-252.0pp |
| Employer contribution / active EE | $933 | $777+20.0% | $1,961-52.4% | $2,078-55.1% |
| Participant deferral / active EE | $1,426 | $2,181-34.6% | $3,108-54.1% | $3,356-57.5% |
| Admin fee / account holder | $23 | $114-80.2% | $5,060-99.6% | $115-80.3% |