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 | $26,011 | $55,415-53.1% | $155,509-83.3% | $74,495-65.1% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 10.35% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,737 | $2,267-23.4% | $4,672-62.8% | $2,623-33.8% |
| Participant deferral / active EE | $2,611 | $2,836-7.9% | $5,626-53.6% | $4,346-39.9% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |