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 | $40,581 | $43,423-6.5% | $78,689-48.4% | $55,167-26.4% |
| Participation rate | 57.9% | 68.0%-10.1pp | 73.6%-15.7pp | 69.0%-11.1pp |
| Annual return | 9.13% | 11.53%-2.4pp | 62.18%-53.0pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,791 | $1,997-10.3% | $2,851-37.2% | $1,963-8.7% |
| Participant deferral / active EE | $3,587 | $2,509+43.0% | $3,517+2.0% | $3,054+17.4% |
| Admin fee / account holder | $82 | $416-80.3% | $4,510-98.2% | $504-83.7% |