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 | $43,708 | $48,795-10.4% | $65,493-33.3% | $84,808-48.5% |
| Participation rate | 44.4% | 67.0%-22.5pp | 73.1%-28.6pp | 68.3%-23.9pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,790 | $2,928-4.7% | $3,961-29.6% | $4,212-33.8% |
| Admin fee / account holder | $177 | $3,877-95.4% | $5,028-96.5% | $7,344-97.6% |