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.
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 | $12,920 | $47,126-72.6% | $149,673-91.4% | $74,419-82.6% |
| Participation rate | 88.4% | 63.4%+25.0pp | 78.8%+9.7pp | 70.7%+17.7pp |
| Annual return | 16.03% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $678 | $1,905-64.4% | $4,818-85.9% | $2,637-74.3% |
| Participant deferral / active EE | $286 | $2,728-89.5% | $5,680-95.0% | $4,528-93.7% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |