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 | $1,664 | $27,827-94.0% | $65,255-97.5% | $71,457-97.7% |
| Participation rate | 59.5% | 57.6%+1.8pp | 65.0%-5.5pp | 67.9%-8.5pp |
| Annual return | 71.49% | 41.58%+29.9pp | 47.35%+24.1pp | 28.85%+42.6pp |
| Employer contribution / active EE | $455 | $1,405-67.6% | $1,691-73.1% | $2,588-82.4% |
| Participant deferral / active EE | $944 | $1,861-49.3% | $2,831-66.7% | $4,289-78.0% |
| Admin fee / account holder | $251 | $3,850-93.5% | $4,112-93.9% | $1,587-84.2% |