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 | $35,090 | $50,666-30.7% | $76,817-54.3% | $65,185-46.2% |
| Participation rate | 31.4% | 68.8%-37.4pp | 72.1%-40.7pp | 70.2%-38.8pp |
| Annual return | 20.06% | 28.51%-8.5pp | 1166.11%-1146.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $806 | $1,575-48.9% | $2,302-65.0% | $2,177-63.0% |
| Participant deferral / active EE | $1,260 | $2,647-52.4% | $3,336-62.2% | $3,514-64.1% |
| Admin fee / account holder | $276 | $463-40.3% | $6,420-95.7% | $847-67.4% |