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 | $10,174 | $50,498-79.9% | $75,781-86.6% | $55,191-81.6% |
| Participation rate | 77.7% | 69.4%+8.3pp | 75.8%+1.9pp | 69.2%+8.6pp |
| Annual return | 0.00% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $7,955 | $2,291+247.2% | $3,323+139.4% | $1,899+318.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |