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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,952 | $63,114-20.9% | $92,893-46.2% | $65,185-23.4% |
| Participation rate | 99.3% | 68.8%+30.5pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 9.49% | 28.75%-19.3pp | 109.41%-99.9pp | 29.38%-19.9pp |
| Employer contribution / active EE | $1,967 | $2,571-23.5% | $3,653-46.2% | $2,177-9.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.8% | $5,794-100.0% | $847-99.9% |