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 7-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.
Employer contribution per participant 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 | $11,591 | $88,515-86.9% | $162,163-92.9% | $67,579-82.8% |
| Participation rate | 72.7% | 86.8%-14.1pp | 87.6%-14.9pp | 71.3%+1.4pp |
| Annual return | 28.29% | 27.04%+1.2pp | 115.59%-87.3pp | 378.56%-350.3pp |
| Employer contribution / active EE | $40 | $3,563-98.9% | $5,614-99.3% | $2,148-98.1% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $124-96.8% | $10,843-100.0% | $142-97.2% |