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.
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 | $2,708 | $50,199-94.6% | $70,092-96.1% | $66,914-96.0% |
| Participation rate | 75.0% | 66.3%+8.7pp | 70.5%+4.5pp | 69.8%+5.2pp |
| Annual return | -16.38% | -13.85%-2.5pp | 190.73%-207.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $382 | $1,864-79.5% | $2,559-85.1% | $2,544-85.0% |
| Participant deferral / active EE | $942 | $3,112-69.7% | $3,849-75.5% | $4,237-77.8% |
| Admin fee / account holder | $47 | $600-92.1% | $6,267-99.2% | $593-92.0% |