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 | $27,876 | $45,073-38.2% | $69,455-59.9% | $72,985-61.8% |
| Participation rate | 52.9% | 68.5%-15.6pp | 74.6%-21.7pp | 69.5%-16.5pp |
| Annual return | 13.49% | 22.65%-9.2pp | 28.97%-15.5pp | 81.00%-67.5pp |
| Employer contribution / active EE | $850 | $2,054-58.6% | $2,779-69.4% | $2,440-65.2% |
| Participant deferral / active EE | $1,300 | $2,602-50.0% | $3,535-63.2% | $3,607-64.0% |
| Admin fee / account holder | $61 | $3,056-98.0% | $3,839-98.4% | $5,124-98.8% |