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 | $32,253 | $80,717-60.0% | $154,803-79.2% | $84,808-62.0% |
| Participation rate | 51.7% | 66.8%-15.1pp | 78.1%-26.3pp | 68.3%-16.6pp |
| Annual return | 13.86% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $746 | $2,761-73.0% | $4,305-82.7% | $2,631-71.6% |
| Participant deferral / active EE | $1,943 | $3,303-41.2% | $5,540-64.9% | $4,212-53.9% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |