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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,901 | $41,854-30.9% | $73,843-60.9% | $52,331-44.8% |
| Participation rate | 47.2% | 66.2%-19.0pp | 73.4%-26.2pp | 68.1%-20.9pp |
| Annual return | -2.45% | 2.11%-4.6pp | 2267.84%-2270.3pp | 4.54%-7.0pp |
| Employer contribution / active EE | $995 | $1,920-48.2% | $2,787-64.3% | $1,882-47.1% |
| Participant deferral / active EE | $1,445 | $2,498-42.2% | $3,583-59.7% | $3,022-52.2% |
| Admin fee / account holder | $9 | $493-98.1% | $4,880-99.8% | $592-98.4% |