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 | $8,938 | $65,118-86.3% | $76,768-88.4% | $55,725-84.0% |
| Participation rate | 89.2% | 79.6%+9.6pp | 77.0%+12.3pp | 70.9%+18.4pp |
| Annual return | -4.62% | -1.27%-3.4pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $873 | $1,941-55.0% | $2,485-64.9% | $2,078-58.0% |
| Participant deferral / active EE | $1,854 | $3,688-49.7% | $3,852-51.9% | $3,356-44.8% |
| Admin fee / account holder | $7 | $116-93.6% | $6,675-99.9% | $115-93.6% |