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 | $37,385 | $87,870-57.5% | $113,168-67.0% | $74,304-49.7% |
| Participation rate | 67.9% | 70.7%-2.8pp | 76.6%-8.7pp | 60.3%+7.6pp |
| Annual return | 27.44% | 26.44%+1.0pp | 24.27%+3.2pp | 29.43%-2.0pp |
| Employer contribution / active EE | $1,301 | $2,277-42.9% | $2,975-56.3% | $2,241-42.0% |
| Participant deferral / active EE | $2,480 | $4,241-41.5% | $5,107-51.4% | $3,767-34.2% |
| Admin fee / account holder | $21 | $3,368-99.4% | $12,068-99.8% | $2,969-99.3% |