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 | $47,282 | $93,182-49.3% | $146,665-67.8% | $79,386-40.4% |
| Participation rate | 60.8% | 76.4%-15.7pp | 80.1%-19.3pp | 70.7%-9.9pp |
| Annual return | 13.42% | 21.61%-8.2pp | 22.74%-9.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,956 | $2,420-19.2% | $4,136-52.7% | $2,427-19.4% |
| Participant deferral / active EE | $3,591 | $4,169-13.9% | $5,506-34.8% | $4,046-11.2% |
| Admin fee / account holder | $137 | $585-76.6% | $10,280-98.7% | $626-78.1% |