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 | $29,512 | $60,165-50.9% | $74,183-60.2% | $55,167-46.5% |
| Participation rate | 47.4% | 74.2%-26.8pp | 76.6%-29.2pp | 69.0%-21.6pp |
| Annual return | 6.41% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,412 | $1,600-11.8% | $2,370-40.4% | $1,963-28.1% |
| Participant deferral / active EE | $2,214 | $2,973-25.5% | $3,550-37.6% | $3,054-27.5% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.3% |