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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,236 | $65,322-96.6% | $70,449-96.8% | $73,488-97.0% |
| Participation rate | 89.7% | 77.0%+12.7pp | 75.1%+14.6pp | 70.7%+19.0pp |
| Annual return | 18.55% | 15.71%+2.8pp | 109.03%-90.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,144 | $3,375-66.1% | $3,709-69.1% | $3,740-69.4% |
| Admin fee / account holder | $13 | $214-93.9% | $3,845-99.7% | $513-97.4% |