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 | $13,725 | $91,190-84.9% | $178,490-92.3% | $79,858-82.8% |
| Participation rate | 99.0% | 69.2%+29.8pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 43.03% | 24.19%+18.8pp | 151.07%-108.0pp | 31.71%+11.3pp |
| Employer contribution / active EE | $944 | $3,256-71.0% | $5,011-81.2% | $2,471-61.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |