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 3-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 | $1,981 | $25,014-92.1% | $69,647-97.2% | $80,856-97.5% |
| Participation rate | 63.1% | 64.2%-1.2pp | 66.5%-3.4pp | 67.6%-4.6pp |
| Annual return | 17.70% | 19.07%-1.4pp | 100.48%-82.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $692 | $993-30.3% | $1,712-59.6% | $2,755-74.9% |
| Participant deferral / active EE | $1,530 | $1,839-16.8% | $2,886-47.0% | $4,296-64.4% |
| Admin fee / account holder | $98 | $2,488-96.1% | $4,713-97.9% | $6,918-98.6% |