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 | $25,292 | $91,407-72.3% | $135,903-81.4% | $71,457-64.6% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 33.38% | 29.90%+3.5pp | 68.23%-34.9pp | 28.85%+4.5pp |
| Employer contribution / active EE | $7,220 | $3,703+95.0% | $4,856+48.7% | $2,588+179.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $11 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |