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 | $25,046 | $59,263-57.7% | $96,562-74.1% | $79,386-68.5% |
| Participation rate | 90.8% | 61.9%+28.9pp | 69.8%+21.0pp | 70.7%+20.1pp |
| Annual return | 19.45% | 27.07%-7.6pp | 37.78%-18.3pp | 116.85%-97.4pp |
| Employer contribution / active EE | $715 | $1,216-41.2% | $2,356-69.7% | $2,427-70.6% |
| Participant deferral / active EE | $2,231 | $2,948-24.3% | $3,849-42.0% | $4,046-44.9% |
| Admin fee / account holder | $5 | $658-99.2% | $6,181-99.9% | $626-99.1% |