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 | $35,775 | $44,425-19.5% | $67,834-47.3% | $55,167-35.2% |
| Participation rate | 63.9% | 59.7%+4.2pp | 68.8%-4.9pp | 69.0%-5.1pp |
| Annual return | 7.86% | 17.80%-9.9pp | 138.47%-130.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $763 | $1,351-43.6% | $2,403-68.3% | $1,963-61.1% |
| Participant deferral / active EE | $2,209 | $2,166+2.0% | $3,160-30.1% | $3,054-27.7% |
| Admin fee / account holder | $36 | $530-93.3% | $4,622-99.2% | $504-92.9% |