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 8-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.
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 | $25,590 | $55,449-53.8% | $83,848-69.5% | $56,287-54.5% |
| Participation rate | 96.4% | 68.0%+28.4pp | 76.1%+20.3pp | 69.9%+26.6pp |
| Annual return | 583.04% | -1.38%+584.4pp | 850.88%-267.8pp | -9.96%+593.0pp |
| Employer contribution / active EE | $7 | $2,430-99.7% | $3,631-99.8% | $2,111-99.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |