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.
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 | $23,384 | $61,272-61.8% | $149,673-84.4% | $71,457-67.3% |
| Participation rate | 98.2% | 62.5%+35.7pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 5.36% | 35.85%-30.5pp | 134.42%-129.1pp | 28.85%-23.5pp |
| Employer contribution / active EE | $1,604 | $2,378-32.6% | $4,818-66.7% | $2,588-38.0% |
| Participant deferral / active EE | $2,403 | $2,917-17.6% | $5,680-57.7% | $4,289-44.0% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |