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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,121 | $52,279-78.7% | $89,391-87.6% | $79,858-86.1% |
| Participation rate | 98.8% | 57.5%+41.3pp | 68.0%+30.8pp | 69.6%+29.2pp |
| Annual return | 3.16% | 22.16%-19.0pp | 245.62%-242.5pp | 31.71%-28.6pp |
| Employer contribution / active EE | $904 | $1,572-42.5% | $2,586-65.1% | $2,471-63.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $3,356-99.9% | $4,881-99.9% | $5,306-100.0% |