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.
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 | $10,687 | $58,879-81.8% | $178,490-94.0% | $73,488-85.5% |
| Participation rate | 93.6% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+22.9pp |
| Annual return | -6.41% | 24.86%-31.3pp | 151.07%-157.5pp | 28.51%-34.9pp |
| Employer contribution / active EE | $4,093 | $2,236+83.0% | $5,011-18.3% | $2,270+80.3% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |