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 | $10,621 | $31,388-66.2% | $73,545-85.6% | $62,292-83.0% |
| Participation rate | 24.1% | 39.9%-15.7pp | 54.9%-30.8pp | 69.5%-45.4pp |
| Annual return | 19.31% | 25.34%-6.0pp | -15.16%+34.5pp | 28.90%-9.6pp |
| Employer contribution / active EE | $263 | $498-47.1% | $1,219-78.4% | $2,042-87.1% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,806-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $299-95.3% | $2,320-99.4% | $479-97.1% |