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 | $16,429 | $36,916-55.5% | $156,549-89.5% | $57,658-71.5% |
| Participation rate | 45.8% | 63.4%-17.6pp | 84.0%-38.2pp | 70.2%-24.4pp |
| Annual return | 10.34% | 12.38%-2.0pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $876 | $1,571-44.2% | $5,501-84.1% | $1,974-55.6% |
| Participant deferral / active EE | $1,253 | $1,926-34.9% | $4,871-74.3% | $3,061-59.1% |
| Admin fee / account holder | $26 | $82-67.9% | $13,027-99.8% | $95-72.0% |