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 | $34,806 | $55,453-37.2% | $170,442-79.6% | $62,292-44.1% |
| Participation rate | 58.3% | 66.4%-8.1pp | 83.6%-25.3pp | 69.5%-11.2pp |
| Annual return | 21.27% | 21.38%-0.1pp | 205.93%-184.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,209 | $2,164-44.1% | $5,433-77.7% | $2,042-40.8% |
| Participant deferral / active EE | $3,069 | $2,303+33.3% | $4,939-37.9% | $3,169-3.1% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |