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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,044 | $89,652-44.2% | $141,162-64.5% | $65,185-23.2% |
| Participation rate | 63.2% | 74.7%-11.5pp | 82.5%-19.3pp | 70.2%-7.0pp |
| Annual return | 30.32% | 32.79%-2.5pp | 71.39%-41.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,079 | $5,691+24.4% | $6,709+5.5% | $3,514+101.5% |
| Admin fee / account holder | $16 | $569-97.2% | $10,261-99.8% | $847-98.1% |