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 | $26,344 | $49,915-47.2% | $154,803-83.0% | $74,304-64.5% |
| Participation rate | 99.2% | 54.0%+45.3pp | 78.1%+21.2pp | 60.3%+38.9pp |
| Annual return | 7.76% | 34.06%-26.3pp | 58.88%-51.1pp | 29.43%-21.7pp |
| Employer contribution / active EE | $1,964 | $1,611+21.9% | $4,305-54.4% | $2,241-12.4% |
| Participant deferral / active EE | $3,002 | $2,255+33.2% | $5,540-45.8% | $3,767-20.3% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |