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 4-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 | $1,010 | $61,058-98.3% | $71,209-98.6% | $85,563-98.8% |
| Participation rate | 85.8% | 58.6%+27.2pp | 73.8%+12.1pp | 66.0%+19.8pp |
| Annual return | 21.32% | 100.41%-79.1pp | 282.51%-261.2pp | 31.51%-10.2pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $780 | $3,173-75.4% | $4,175-81.3% | $4,375-82.2% |
| Admin fee / account holder | $32 | $855-96.2% | $5,349-99.4% | $834-96.1% |