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 | $67,333 | $55,453+21.4% | $170,442-60.5% | $62,292+8.1% |
| Participation rate | 40.4% | 66.4%-26.0pp | 83.6%-43.2pp | 69.5%-29.2pp |
| Annual return | 21.38% | 21.38%0pp | 205.93%-184.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $611 | $2,164-71.8% | $5,433-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $2,959 | $2,303+28.5% | $4,939-40.1% | $3,169-6.6% |
| Admin fee / account holder | $16 | $455-96.4% | $13,880-99.9% | $479-96.6% |