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 5-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 | $30,617 | $78,976-61.2% | $100,383-69.5% | $74,546-58.9% |
| Participation rate | 88.6% | 79.5%+9.1pp | 81.5%+7.1pp | 67.2%+21.4pp |
| Annual return | 43.44% | 20.62%+22.8pp | 49.26%-5.8pp | 1366.03%-1322.6pp |
| Employer contribution / active EE | $3,949 | $3,019+30.8% | $3,944+0.1% | $2,624+50.5% |
| Participant deferral / active EE | $6,951 | $7,758-10.4% | $8,086-14.0% | $4,347+59.9% |
| Admin fee / account holder | $211 | $1,330-84.2% | $7,900-97.3% | $1,944-89.2% |