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.
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 | $23,294 | $79,944-70.9% | $98,439-76.3% | $75,163-69.0% |
| Participation rate | 91.4% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.2pp |
| Annual return | 12.34% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,433 | $2,264-36.7% | $3,048-53.0% | $2,670-46.3% |
| Participant deferral / active EE | $2,160 | $3,752-42.4% | $4,738-54.4% | $4,125-47.6% |
| Admin fee / account holder | $11 | $6,840-99.8% | $8,948-99.9% | $5,651-99.8% |