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.
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 | $25,005 | $63,114-60.4% | $92,893-73.1% | $65,185-61.6% |
| Participation rate | 94.8% | 68.8%+26.1pp | 76.0%+18.8pp | 70.2%+24.6pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $23,711 | $2,571+822.4% | $3,653+549.1% | $2,177+989.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |