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 6-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 | $12,972 | $65,390-80.2% | $169,368-92.3% | $71,457-81.8% |
| Participation rate | 72.5% | 67.0%+5.6pp | 77.1%-4.6pp | 67.9%+4.6pp |
| Annual return | 15.82% | 21.31%-5.5pp | 405.60%-389.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,627 | $2,079-21.7% | $4,013-59.5% | $2,588-37.1% |
| Participant deferral / active EE | $2,428 | $4,367-44.4% | $6,221-61.0% | $4,289-43.4% |
| Admin fee / account holder | $167 | $1,324-87.4% | $9,003-98.1% | $1,587-89.5% |