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 | $3,504 | $25,014-86.0% | $69,701-95.0% | $80,874-95.7% |
| Participation rate | 64.4% | 64.2%+0.2pp | 66.4%-2.0pp | 67.6%-3.2pp |
| Annual return | 26.94% | 19.07%+7.9pp | 100.32%-73.4pp | 35.62%-8.7pp |
| Employer contribution / active EE | $825 | $993-16.9% | $1,713-51.9% | $2,756-70.1% |
| Participant deferral / active EE | $2,713 | $1,839+47.5% | $2,887-6.0% | $4,297-36.9% |
| Admin fee / account holder | $186 | $2,488-92.5% | $4,717-96.1% | $6,935-97.3% |