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 6-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 | $21,065 | $91,407-77.0% | $135,903-84.5% | $71,457-70.5% |
| Participation rate | 93.4% | 75.7%+17.7pp | 81.9%+11.5pp | 67.9%+25.5pp |
| Annual return | 25.08% | 29.90%-4.8pp | 68.23%-43.2pp | 28.85%-3.8pp |
| Employer contribution / active EE | $2,524 | $3,703-31.8% | $4,856-48.0% | $2,588-2.5% |
| Participant deferral / active EE | $4,518 | $7,092-36.3% | $7,758-41.8% | $4,289+5.4% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |