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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,637 | $23,385-3.2% | $69,182-67.3% | $57,658-60.7% |
| Participation rate | 14.3% | 37.9%-23.6pp | 55.1%-40.8pp | 70.2%-55.9pp |
| Annual return | 4.37% | -659.34%+663.7pp | -21.93%+26.3pp | 5.13%-0.8pp |
| Employer contribution / active EE | $170 | $422-59.7% | $1,206-85.9% | $1,974-91.4% |
| Participant deferral / active EE | $314 | $843-62.8% | $1,897-83.5% | $3,061-89.7% |
| Admin fee / account holder | $60 | $82-26.6% | $2,697-97.8% | $95-36.2% |