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 | $31,355 | $47,922-34.6% | $75,886-58.7% | $65,185-51.9% |
| Participation rate | 96.3% | 63.0%+33.3pp | 69.3%+27.0pp | 70.2%+26.1pp |
| Annual return | -6.88% | 24.12%-31.0pp | 30.76%-37.6pp | 29.38%-36.3pp |
| Employer contribution / active EE | $8,442 | $1,557+442.1% | $2,500+237.6% | $2,177+287.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |