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 5-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 | $25,054 | $84,487-70.3% | $125,339-80.0% | $66,914-62.6% |
| Participation rate | 51.1% | 76.4%-25.3pp | 82.4%-31.2pp | 69.8%-18.7pp |
| Annual return | -11.49% | -8.39%-3.1pp | 572.05%-583.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,920 | $3,553-46.0% | $4,814-60.1% | $2,544-24.5% |
| Participant deferral / active EE | $3,322 | $6,781-51.0% | $7,446-55.4% | $4,237-21.6% |
| Admin fee / account holder | $16 | $685-97.6% | $10,010-99.8% | $593-97.3% |