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.
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 | $28,389 | $80,717-64.8% | $154,803-81.7% | $84,808-66.5% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.8pp | 68.3%+10.5pp |
| Annual return | 10.21% | 37.96%-27.7pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,428 | $2,761-48.3% | $4,305-66.8% | $2,631-45.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $150 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |