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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,877 | $58,726-57.6% | $92,233-73.0% | $62,292-60.1% |
| Participation rate | 65.8% | 68.3%-2.5pp | 76.5%-10.7pp | 69.5%-3.7pp |
| Annual return | 7.52% | 43.62%-36.1pp | 176.28%-168.8pp | 28.90%-21.4pp |
| Employer contribution / active EE | $2,308 | $2,392-3.5% | $3,679-37.3% | $2,042+13.0% |
| Participant deferral / active EE | $1,438 | $2,766-48.0% | $3,897-63.1% | $3,169-54.6% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |