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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,237 | $111,535-89.0% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 60.46% | 237.85%-177.4pp | 180.65%-120.2pp | 220.34%-159.9pp |
| Employer contribution / active EE | $2,074 | $3,939-47.4% | $3,689-43.8% | $4,156-50.1% |
| Participant deferral / active EE | $3,944 | $5,500-28.3% | $5,072-22.2% | $6,407-38.4% |
| Admin fee / account holder | $106 | $9,721-98.9% | $8,859-98.8% | $12,270-99.1% |