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 | $21,129 | $52,953-60.1% | $172,739-87.8% | $65,185-67.6% |
| Participation rate | 34.1% | 66.2%-32.0pp | 82.6%-48.5pp | 70.2%-36.1pp |
| Annual return | 28.66% | 30.12%-1.5pp | 802.84%-774.2pp | 29.38%-0.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $950 | $2,471-61.5% | $5,198-81.7% | $3,514-73.0% |
| Admin fee / account holder | $135 | $472-71.4% | $13,954-99.0% | $847-84.1% |