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 7-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 | $7,731 | $85,135-90.9% | $98,907-92.2% | $73,409-89.5% |
| Participation rate | 80.1% | 81.1%-1.1pp | 76.0%+4.0pp | 72.2%+7.9pp |
| Annual return | 30.08% | 19.14%+10.9pp | 196.43%-166.3pp | 59.29%-29.2pp |
| Employer contribution / active EE | $1,801 | $2,721-33.8% | $2,689-33.0% | $2,234-19.4% |
| Participant deferral / active EE | $2,007 | $4,349-53.9% | $4,244-52.7% | $3,805-47.3% |
| Admin fee / account holder | $6 | $139-95.8% | $6,642-99.9% | $158-96.3% |