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.
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 | $15,180 | $60,795-75.0% | $69,455-78.1% | $65,185-76.7% |
| Participation rate | 82.9% | 74.9%+8.1pp | 74.6%+8.3pp | 70.2%+12.7pp |
| Annual return | 21.77% | 17.46%+4.3pp | 28.97%-7.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,191 | $2,452-51.4% | $2,779-57.2% | $2,177-45.3% |
| Participant deferral / active EE | $2,014 | $3,162-36.3% | $3,535-43.0% | $3,514-42.7% |
| Admin fee / account holder | $26 | $314-91.9% | $3,839-99.3% | $847-97.0% |