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 | $5,311 | $43,133-87.7% | $89,391-94.1% | $73,488-92.8% |
| Participation rate | 98.5% | 55.0%+43.6pp | 68.0%+30.5pp | 70.7%+27.8pp |
| Annual return | 28.32% | 135.66%-107.3pp | 245.62%-217.3pp | 28.51%-0.2pp |
| Employer contribution / active EE | $348 | $1,438-75.8% | $2,586-86.5% | $2,270-84.7% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |