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 | $74,764 | $63,299+18.1% | $91,001-17.8% | $62,292+20.0% |
| Participation rate | 45.8% | 73.3%-27.5pp | 75.6%-29.8pp | 69.5%-23.7pp |
| Annual return | 24.62% | 20.99%+3.6pp | 4.60%+20.0pp | 28.90%-4.3pp |
| Employer contribution / active EE | $1,241 | $1,807-31.3% | $2,456-49.5% | $2,042-39.2% |
| Participant deferral / active EE | $2,264 | $2,943-23.1% | $3,547-36.2% | $3,169-28.6% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |