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.
Participant contribution per participant 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 | $89,926 | $58,726+53.1% | $92,233-2.5% | $62,292+44.4% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.7pp |
| Annual return | 23.47% | 43.62%-20.1pp | 176.28%-152.8pp | 28.90%-5.4pp |
| Employer contribution / active EE | $5,488 | $2,392+129.4% | $3,679+49.2% | $2,042+168.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |