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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,922 | $20,316-85.6% | $66,042-95.6% | $74,304-96.1% |
| Participation rate | 67.3% | 62.8%+4.5pp | 67.5%-0.2pp | 60.3%+6.9pp |
| Annual return | 21.37% | 28.10%-6.7pp | 52.11%-30.7pp | 29.43%-8.1pp |
| Employer contribution / active EE | $425 | $745-42.9% | $1,579-73.1% | $2,241-81.0% |
| Participant deferral / active EE | $911 | $1,615-43.6% | $2,835-67.9% | $3,767-75.8% |
| Admin fee / account holder | $16 | $1,668-99.1% | $5,747-99.7% | $2,969-99.5% |