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.
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 | $22,134 | $82,274-73.1% | $152,466-85.5% | $79,386-72.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 21.26% | 7959.84%-7938.6pp | 757.33%-736.1pp | 116.85%-95.6pp |
| Employer contribution / active EE | $1,163 | $3,613-67.8% | $4,327-73.1% | $2,427-52.1% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $5,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $632-100.0% | $15,805-100.0% | $626-100.0% |