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 | $24,252 | $43,133-43.8% | $89,391-72.9% | $73,488-67.0% |
| Participation rate | 26.6% | 55.0%-28.3pp | 68.0%-41.4pp | 70.7%-44.1pp |
| Annual return | 19.84% | 135.66%-115.8pp | 245.62%-225.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $276 | $1,438-80.8% | $2,586-89.3% | $2,270-87.8% |
| Participant deferral / active EE | $856 | $2,445-65.0% | $3,890-78.0% | $3,740-77.1% |
| Admin fee / account holder | $147 | $444-67.0% | $4,881-97.0% | $513-71.4% |