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 5-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 | $28,425 | $91,407-68.9% | $135,903-79.1% | $71,457-60.2% |
| Participation rate | 71.1% | 75.7%-4.6pp | 81.9%-10.8pp | 67.9%+3.1pp |
| Annual return | 31.15% | 29.90%+1.3pp | 68.23%-37.1pp | 28.85%+2.3pp |
| Employer contribution / active EE | $1,188 | $3,703-67.9% | $4,856-75.5% | $2,588-54.1% |
| Participant deferral / active EE | $1,963 | $7,092-72.3% | $7,758-74.7% | $4,289-54.2% |
| Admin fee / account holder | $30 | $1,266-97.6% | $10,762-99.7% | $1,587-98.1% |