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 9-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 | $33,584 | $99,957-66.4% | $149,696-77.6% | $73,488-54.3% |
| Participation rate | 64.9% | 75.7%-10.8pp | 82.5%-17.6pp | 70.7%-5.8pp |
| Annual return | 23.19% | 53.87%-30.7pp | 276.60%-253.4pp | 28.51%-5.3pp |
| Employer contribution / active EE | $2,327 | $3,191-27.1% | $4,644-49.9% | $2,270+2.5% |
| Participant deferral / active EE | $3,752 | $6,073-38.2% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |