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 | $23,967 | $31,388-23.6% | $73,545-67.4% | $62,292-61.5% |
| Participation rate | 46.6% | 39.9%+6.8pp | 54.9%-8.3pp | 69.5%-22.9pp |
| Annual return | 18.98% | 25.34%-6.4pp | -15.16%+34.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $364 | $498-26.9% | $1,219-70.1% | $2,042-82.2% |
| Participant deferral / active EE | $731 | $1,028-28.9% | $1,806-59.5% | $3,169-76.9% |
| Admin fee / account holder | $8 | $299-97.4% | $2,320-99.7% | $479-98.4% |