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 7-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 | $19,232 | $37,393-48.6% | $77,024-75.0% | $66,914-71.3% |
| Participation rate | 23.8% | 52.9%-29.1pp | 67.9%-44.1pp | 69.8%-46.0pp |
| Annual return | -19.00% | -3.29%-15.7pp | 42.32%-61.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $533 | $1,531-65.2% | $2,812-81.1% | $2,544-79.1% |
| Participant deferral / active EE | $2,345 | $2,617-10.4% | $4,426-47.0% | $4,237-44.6% |
| Admin fee / account holder | $112 | $567-80.3% | $5,425-97.9% | $593-81.2% |