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 7-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 | $19,659 | $84,487-76.7% | $125,339-84.3% | $66,914-70.6% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | 12.71% | -8.39%+21.1pp | 572.05%-559.3pp | 1.58%+11.1pp |
| Employer contribution / active EE | $6,027 | $3,553+69.6% | $4,814+25.2% | $2,544+136.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $24 | $685-96.5% | $10,010-99.8% | $593-95.9% |