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 | $19,276 | $46,173-58.3% | $170,442-88.7% | $69,631-72.3% |
| Participation rate | 61.8% | 63.9%-2.1pp | 83.6%-21.8pp | 70.7%-8.9pp |
| Annual return | 16.97% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $524 | $1,610-67.4% | $5,433-90.4% | $2,032-74.2% |
| Participant deferral / active EE | $803 | $2,080-61.4% | $4,939-83.8% | $3,224-75.1% |
| Admin fee / account holder | $5 | $116-95.3% | $13,880-100.0% | $110-95.1% |