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 | $17,428 | $46,732-62.7% | $156,549-88.9% | $55,167-68.4% |
| Participation rate | 80.4% | 65.8%+14.6pp | 84.0%-3.6pp | 69.0%+11.4pp |
| Annual return | 2.50% | 17.72%-15.2pp | 32.23%-29.7pp | 169.23%-166.7pp |
| Employer contribution / active EE | $1,018 | $2,105-51.6% | $5,501-81.5% | $1,963-48.1% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |