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 10-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 | $26,437 | $70,879-62.7% | $189,557-86.1% | $79,386-66.7% |
| Participation rate | 69.2% | 68.0%+1.3pp | 78.4%-9.2pp | 70.7%-1.5pp |
| Annual return | 12.76% | 20.70%-7.9pp | 64.17%-51.4pp | 116.85%-104.1pp |
| Employer contribution / active EE | $904 | $1,806-50.0% | $4,412-79.5% | $2,427-62.8% |
| Participant deferral / active EE | $7,556 | $4,081+85.1% | $6,174+22.4% | $4,046+86.8% |
| Admin fee / account holder | $85 | $647-86.9% | $9,807-99.1% | $626-86.5% |