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 | $34,153 | $39,859-14.3% | $78,689-56.6% | $57,658-40.8% |
| Participation rate | 33.9% | 66.1%-32.2pp | 73.6%-39.6pp | 70.2%-36.3pp |
| Annual return | 6.44% | 18.96%-12.5pp | 62.18%-55.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $993 | $1,786-44.4% | $2,851-65.2% | $1,974-49.7% |
| Participant deferral / active EE | $1,825 | $2,248-18.8% | $3,517-48.1% | $3,061-40.4% |
| Admin fee / account holder | $20 | $76-74.4% | $4,510-99.6% | $95-79.4% |