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 | $6,197 | $106,236-94.2% | $112,228-94.5% | $64,808-90.4% |
| Participation rate | 99.4% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 5.58% | -6.02%+11.6pp | 27.45%-21.9pp | 32.82%-27.2pp |
| Employer contribution / active EE | $905 | $3,166-71.4% | $3,635-75.1% | $2,506-63.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |