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 8-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 | $23,632 | $65,061-63.7% | $143,757-83.6% | $66,914-64.7% |
| Participation rate | 32.1% | 65.2%-33.1pp | 80.3%-48.2pp | 69.8%-37.7pp |
| Annual return | -11.48% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,305 | $2,361-44.7% | $4,951-73.6% | $2,544-48.7% |
| Participant deferral / active EE | $2,869 | $2,919-1.7% | $5,637-49.1% | $4,237-32.3% |
| Admin fee / account holder | $103 | $502-79.5% | $14,673-99.3% | $593-82.6% |