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.
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 | $9,900 | $100,923-90.2% | $150,045-93.4% | $74,304-86.7% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.3%+6.8pp | 60.3%+28.7pp |
| Annual return | 17.22% | 51.77%-34.5pp | 62.55%-45.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,116 | $3,463-67.8% | $4,693-76.2% | $2,241-50.2% |
| Participant deferral / active EE | $1,992 | $6,709-70.3% | $7,997-75.1% | $3,767-47.1% |
| Admin fee / account holder | $203 | $2,767-92.7% | $13,435-98.5% | $2,969-93.2% |