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 | $12,762 | $44,103-71.1% | $75,826-83.2% | $64,186-80.1% |
| Participation rate | 98.5% | 62.7%+35.8pp | 68.2%+30.3pp | 69.6%+28.9pp |
| Annual return | -12.16% | -4.72%-7.4pp | 1914.15%-1926.3pp | 7.63%-19.8pp |
| Employer contribution / active EE | $4,255 | $1,446+194.3% | $1,913+122.4% | $2,381+78.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,888-100.0% |