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 4-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 | $44,210 | $91,407-51.6% | $135,903-67.5% | $71,457-38.1% |
| Participation rate | 87.4% | 75.7%+11.7pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 8.90% | 29.90%-21.0pp | 68.23%-59.3pp | 28.85%-19.9pp |
| Employer contribution / active EE | $10,831 | $3,703+192.4% | $4,856+123.0% | $2,588+318.6% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |