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.
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 | $3,607 | $26,549-86.4% | $61,373-94.1% | $66,914-94.6% |
| Participation rate | 74.4% | 38.1%+36.3pp | 52.6%+21.8pp | 69.8%+4.6pp |
| Annual return | -23.21% | -16.21%-7.0pp | 338.61%-361.8pp | 1.58%-24.8pp |
| Employer contribution / active EE | $721 | $651+10.7% | $1,159-37.8% | $2,544-71.7% |
| Participant deferral / active EE | $1,503 | $1,338+12.3% | $2,125-29.3% | $4,237-64.5% |
| Admin fee / account holder | $0 | $409-100.0% | $2,130-100.0% | $593-100.0% |