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 | $60,221 | $86,332-30.2% | $125,175-51.9% | $65,185-7.6% |
| Participation rate | 42.0% | 75.3%-33.3pp | 79.8%-37.8pp | 70.2%-28.2pp |
| Annual return | 24.76% | 27.43%-2.7pp | 43.79%-19.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $810 | $2,040-60.3% | $3,865-79.0% | $2,177-62.8% |
| Participant deferral / active EE | $1,996 | $3,537-43.6% | $4,937-59.6% | $3,514-43.2% |
| Admin fee / account holder | $8 | $609-98.6% | $9,702-99.9% | $847-99.0% |