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.
Participant contribution per participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,388-100.0% | $111,392-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 78.9%-78.9pp | 69.6%-69.6pp |
| Annual return | -2.82% | -1.50%-1.3pp | -2.06%-0.8pp | 7.63%-10.4pp |
| Employer contribution / active EE | $5,332 | $3,000+77.8% | $4,328+23.2% | $2,381+124.0% |
| Participant deferral / active EE | $999 | $4,241-76.4% | $5,567-82.1% | $3,470-71.2% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,888-100.0% |