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 | $16,410 | $37,117-55.8% | $147,614-88.9% | $55,191-70.3% |
| Participation rate | 25.7% | 63.6%-37.9pp | 84.6%-58.9pp | 69.2%-43.5pp |
| Annual return | 1.49% | 3.44%-2.0pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $550 | $1,620-66.0% | $5,564-90.1% | $1,899-71.0% |
| Participant deferral / active EE | $669 | $1,985-66.3% | $4,895-86.3% | $3,046-78.0% |
| Admin fee / account holder | $33 | $86-61.5% | $11,611-99.7% | $91-63.7% |