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 9-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 | $34,649 | $45,863-24.5% | $77,024-55.0% | $68,494-49.4% |
| Participation rate | 29.9% | 55.9%-26.0pp | 67.9%-38.0pp | 67.9%-38.0pp |
| Annual return | -19.01% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,004 | $1,650-39.1% | $2,812-64.3% | $2,596-61.3% |
| Participant deferral / active EE | $2,271 | $2,962-23.3% | $4,426-48.7% | $4,027-43.6% |
| Admin fee / account holder | $138 | $3,041-95.5% | $5,425-97.5% | $5,403-97.4% |