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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,501 | $41,981-63.1% | $63,412-75.6% | $59,632-74.0% |
| Participation rate | 92.5% | 60.3%+32.2pp | 67.1%+25.4pp | 68.7%+23.8pp |
| Annual return | -25.20% | 13.04%-38.2pp | 4.04%-29.2pp | 2041.28%-2066.5pp |
| Employer contribution / active EE | $3,022 | $1,287+134.7% | $1,814+66.6% | $2,203+37.2% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $3,509-100.0% | $3,753-100.0% | $4,297-100.0% |