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 | $6,386 | $56,443-88.7% | $83,848-92.4% | $55,725-88.5% |
| Participation rate | 99.1% | 72.0%+27.0pp | 76.1%+22.9pp | 70.9%+28.2pp |
| Annual return | 1.17% | 393.67%-392.5pp | 850.88%-849.7pp | 244.93%-243.8pp |
| Employer contribution / active EE | $730 | $2,682-72.8% | $3,631-79.9% | $2,078-64.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |