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 | $32,263 | $75,388-57.2% | $123,544-73.9% | $55,725-42.1% |
| Participation rate | 59.0% | 75.7%-16.7pp | 82.3%-23.3pp | 70.9%-11.9pp |
| Annual return | -5.40% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,396 | $3,063-21.8% | $4,628-48.2% | $2,078+15.3% |
| Participant deferral / active EE | $3,263 | $5,651-42.3% | $6,426-49.2% | $3,356-2.8% |
| Admin fee / account holder | $16 | $120-86.8% | $9,284-99.8% | $115-86.3% |