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 9-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 | $9,439 | $99,957-90.6% | $149,696-93.7% | $73,488-87.2% |
| Participation rate | 80.5% | 75.7%+4.8pp | 82.5%-2.0pp | 70.7%+9.8pp |
| Annual return | 14.58% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $897 | $3,191-71.9% | $4,644-80.7% | $2,270-60.5% |
| Participant deferral / active EE | $2,025 | $6,073-66.7% | $6,842-70.4% | $3,740-45.9% |
| Admin fee / account holder | $11 | $551-98.1% | $9,309-99.9% | $513-97.9% |