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.
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 | $27,842 | $56,199-50.5% | $67,652-58.8% | $59,632-53.3% |
| Participation rate | 95.7% | 71.5%+24.2pp | 75.7%+20.0pp | 68.7%+27.0pp |
| Annual return | -35.75% | 18505.31%-18541.1pp | 6625.04%-6660.8pp | 2041.28%-2077.0pp |
| Employer contribution / active EE | $12,328 | $1,614+663.6% | $2,266+444.2% | $2,203+459.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |