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 | $18,680 | $46,297-59.7% | $71,671-73.9% | $62,292-70.0% |
| Participation rate | 36.8% | 60.6%-23.8pp | 68.7%-31.9pp | 69.5%-32.7pp |
| Annual return | 17.95% | 22.32%-4.4pp | 20.65%-2.7pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $933 | $2,235-58.3% | $3,438-72.9% | $3,169-70.6% |
| Admin fee / account holder | $77 | $461-83.4% | $5,558-98.6% | $479-84.0% |