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 7-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 | $22,264 | $30,086-26.0% | $61,373-63.7% | $64,808-65.6% |
| Participation rate | 32.4% | 36.4%-4.0pp | 52.6%-20.2pp | 71.5%-39.1pp |
| Annual return | -3.55% | -13.99%+10.4pp | 338.61%-342.2pp | 32.82%-36.4pp |
| Employer contribution / active EE | $888 | $536+65.6% | $1,159-23.4% | $2,506-64.6% |
| Participant deferral / active EE | $1,820 | $1,126+61.6% | $2,125-14.4% | $4,310-57.8% |
| Admin fee / account holder | $177 | $148+19.2% | $2,130-91.7% | $188-6.0% |