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 | $27,433 | $69,477-60.5% | $94,646-71.0% | $71,457-61.6% |
| Participation rate | 86.3% | 78.4%+7.8pp | 80.8%+5.4pp | 67.9%+18.3pp |
| Annual return | 18.49% | 29.66%-11.2pp | 156.71%-138.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,118 | $2,853-60.8% | $3,672-69.6% | $2,588-56.8% |
| Participant deferral / active EE | $1,184 | $7,345-83.9% | $7,418-84.0% | $4,289-72.4% |
| Admin fee / account holder | $46 | $1,210-96.2% | $7,231-99.4% | $1,587-97.1% |