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 7-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.
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 | $16,371 | $99,957-83.6% | $149,696-89.1% | $73,488-77.7% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | -19.86% | 53.87%-73.7pp | 276.60%-296.5pp | 28.51%-48.4pp |
| Employer contribution / active EE | $5,975 | $3,191+87.3% | $4,644+28.7% | $2,270+163.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |