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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,246 | $80,753-94.7% | $136,294-96.9% | $62,292-93.2% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 16.26% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $733 | $2,884-74.6% | $4,695-84.4% | $2,042-64.1% |
| Participant deferral / active EE | $1,274 | $5,164-75.3% | $6,247-79.6% | $3,169-59.8% |
| Admin fee / account holder | $23 | $525-95.7% | $9,243-99.8% | $479-95.3% |