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.
Participant contribution per participant 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 | $76,967 | $56,443+36.4% | $83,848-8.2% | $55,725+38.1% |
| Participation rate | 98.2% | 72.0%+26.1pp | 76.1%+22.0pp | 70.9%+27.3pp |
| Annual return | 46.58% | 393.67%-347.1pp | 850.88%-804.3pp | 244.93%-198.4pp |
| Employer contribution / active EE | $5,415 | $2,682+101.9% | $3,631+49.1% | $2,078+160.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |