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.
Participant 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 | $9,040 | $40,174-77.5% | $84,015-89.2% | $67,579-86.6% |
| Participation rate | 91.8% | 62.7%+29.1pp | 69.0%+22.8pp | 71.3%+20.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.31%-71.3pp | 378.56%-378.6pp |
| Employer contribution / active EE | $8,335 | $808+932.1% | $1,983+320.2% | $2,148+288.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |