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 | $28,050 | $48,230-41.8% | $67,502-58.4% | $80,856-65.3% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.6%+26.3pp |
| Annual return | -30.49% | 18.28%-48.8pp | 3512.12%-3542.6pp | 35.59%-66.1pp |
| Employer contribution / active EE | $14,600 | $2,020+622.9% | $2,731+434.6% | $2,755+430.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |