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 | $48,709 | $81,474-40.2% | $133,956-63.6% | $73,488-33.7% |
| Participation rate | 49.7% | 76.4%-26.7pp | 79.8%-30.2pp | 70.7%-21.0pp |
| Annual return | 21.45% | 19.40%+2.0pp | 45.09%-23.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,406 | $2,209-36.4% | $3,919-64.1% | $2,270-38.1% |
| Participant deferral / active EE | $2,979 | $3,786-21.3% | $5,048-41.0% | $3,740-20.3% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |