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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,293 | $26,114-68.2% | $58,482-85.8% | $74,419-88.9% |
| Participation rate | 17.6% | 32.1%-14.5pp | 50.9%-33.2pp | 70.7%-53.1pp |
| Annual return | 60.18% | 32.51%+27.7pp | 4239.32%-4179.1pp | 34.38%+25.8pp |
| Employer contribution / active EE | $188 | $536-64.8% | $1,053-82.1% | $2,637-92.9% |
| Participant deferral / active EE | $637 | $1,075-40.8% | $1,924-66.9% | $4,528-85.9% |
| Admin fee / account holder | $234 | $649-63.9% | $2,516-90.7% | $348-32.7% |