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 | $15,060 | $48,300-68.8% | $40,145,923-100.0% | $62,891-76.1% |
| Participation rate | 93.1% | 62.0%+31.0pp | 68.4%+24.6pp | 69.3%+23.7pp |
| Annual return | -10.02% | 6.95%-17.0pp | 5.24%-15.3pp | 20.14%-30.2pp |
| Employer contribution / active EE | $3,923 | $1,333+194.2% | $1,844+112.8% | $2,281+72.0% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3 | $2,919-99.9% | $2,903-99.9% | $4,296-99.9% |