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.
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 | $8,344 | $55,453-85.0% | $170,442-95.1% | $62,292-86.6% |
| Participation rate | 94.5% | 66.4%+28.2pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 29.18% | 21.38%+7.8pp | 205.93%-176.7pp | 28.90%+0.3pp |
| Employer contribution / active EE | $1,590 | $2,164-26.5% | $5,433-70.7% | $2,042-22.1% |
| Participant deferral / active EE | $3,668 | $2,303+59.3% | $4,939-25.7% | $3,169+15.7% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |