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 | $19,063 | $47,944-60.2% | $67,834-71.9% | $62,891-69.7% |
| Participation rate | 55.7% | 61.1%-5.4pp | 68.8%-13.1pp | 69.3%-13.6pp |
| Annual return | 4.80% | 11.77%-7.0pp | 138.47%-133.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,871 | $2,247-16.7% | $3,160-40.8% | $3,203-41.6% |
| Admin fee / account holder | $146 | $3,712-96.1% | $4,622-96.8% | $4,296-96.6% |