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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $56,972-36.9% | $182,532-80.3% | $65,185-44.9% |
| Participation rate | 69.0% | 66.5%+2.5pp | 78.0%-9.0pp | 70.2%-1.2pp |
| Annual return | 29.32% | 27.67%+1.7pp | 148.54%-119.2pp | 29.38%-0.1pp |
| Employer contribution / active EE | $2,056 | $1,615+27.3% | $4,076-49.6% | $2,177-5.6% |
| Participant deferral / active EE | $4,731 | $3,526+34.2% | $5,524-14.4% | $3,514+34.6% |
| Admin fee / account holder | $9 | $528-98.3% | $8,592-99.9% | $847-98.9% |