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 | $25,291 | $41,854-39.6% | $73,843-65.8% | $52,331-51.7% |
| Participation rate | 29.7% | 66.2%-36.6pp | 73.4%-43.8pp | 68.1%-38.4pp |
| Annual return | 0.27% | 2.11%-1.8pp | 2267.84%-2267.6pp | 4.54%-4.3pp |
| Employer contribution / active EE | $471 | $1,920-75.5% | $2,787-83.1% | $1,882-75.0% |
| Participant deferral / active EE | $935 | $2,498-62.6% | $3,583-73.9% | $3,022-69.1% |
| Admin fee / account holder | $25 | $493-95.0% | $4,880-99.5% | $592-95.8% |