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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,365 | $50,385-39.7% | $75,670-59.9% | $62,292-51.3% |
| Participation rate | 33.6% | 67.7%-34.1pp | 72.3%-38.8pp | 69.5%-35.9pp |
| Annual return | 11.80% | 19.90%-8.1pp | 27.34%-15.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $716 | $1,537-53.4% | $2,352-69.5% | $2,042-64.9% |
| Participant deferral / active EE | $1,401 | $2,445-42.7% | $3,142-55.4% | $3,169-55.8% |
| Admin fee / account holder | $2 | $384-99.4% | $5,800-100.0% | $479-99.5% |