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 3-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,819 | $30,400-94.0% | $53,898-96.6% | $84,808-97.9% |
| Participation rate | 63.3% | 46.4%+16.9pp | 55.0%+8.4pp | 68.3%-5.0pp |
| Annual return | 31.57% | 500.19%-468.6pp | 528.60%-497.0pp | 40.90%-9.3pp |
| Employer contribution / active EE | $251 | $603-58.4% | $932-73.1% | $2,631-90.5% |
| Participant deferral / active EE | $1,111 | $1,199-7.3% | $1,826-39.1% | $4,212-73.6% |
| Admin fee / account holder | $123 | $1,993-93.8% | $2,491-95.0% | $7,344-98.3% |