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 | $19,687 | $104,317-81.1% | $159,436-87.7% | $86,799-77.3% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.6pp | 72.3%+26.1pp |
| Annual return | 1.03% | 26.32%-25.3pp | 263.57%-262.5pp | 97.91%-96.9pp |
| Employer contribution / active EE | $1,545 | $3,451-55.2% | $4,829-68.0% | $2,405-35.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |