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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,860 | $84,556-42.2% | $116,228-58.0% | $74,304-34.2% |
| Participation rate | 34.5% | 66.0%-31.6pp | 74.6%-40.1pp | 60.3%-25.9pp |
| Annual return | 13.79% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.6pp |
| Employer contribution / active EE | $893 | $2,168-58.8% | $2,994-70.2% | $2,241-60.2% |
| Participant deferral / active EE | $1,855 | $3,814-51.4% | $4,953-62.6% | $3,767-50.8% |
| Admin fee / account holder | $247 | $3,792-93.5% | $11,989-97.9% | $2,969-91.7% |