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.
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 | $13,180 | $55,453-76.2% | $170,442-92.3% | $62,292-78.8% |
| Participation rate | 82.4% | 66.4%+16.0pp | 83.6%-1.2pp | 69.5%+12.9pp |
| Annual return | 19.13% | 21.38%-2.2pp | 205.93%-186.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,132 | $2,164-47.7% | $5,433-79.2% | $2,042-44.6% |
| Participant deferral / active EE | $366 | $2,303-84.1% | $4,939-92.6% | $3,169-88.4% |
| Admin fee / account holder | $20 | $455-95.6% | $13,880-99.9% | $479-95.9% |