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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,330 | $60,323-77.9% | $81,812-83.7% | $74,495-82.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 24.04% | 16.90%+7.1pp | 773.79%-749.7pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $873 | $2,620-66.7% | $2,912-70.0% | $2,623-66.7% |
| Participant deferral / active EE | $1,790 | $3,387-47.1% | $4,319-58.5% | $4,346-58.8% |
| Admin fee / account holder | $12 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |