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 | $12,989 | $61,156-78.8% | $185,823-93.0% | $79,386-83.6% |
| Participation rate | 76.7% | 66.6%+10.1pp | 81.7%-5.0pp | 70.7%+6.0pp |
| Annual return | 8.20% | 19.45%-11.3pp | 122.05%-113.9pp | 116.85%-108.7pp |
| Employer contribution / active EE | $1,826 | $2,321-21.3% | $5,167-64.7% | $2,427-24.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |