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.
Annual investment return 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 | $160,023 | $51,315+211.8% | $95,745+67.1% | $71,457+123.9% |
| Participation rate | 96.8% | 63.0%+33.8pp | 72.3%+24.6pp | 67.9%+28.9pp |
| Annual return | -14.34% | 25.26%-39.6pp | 28.35%-42.7pp | 28.85%-43.2pp |
| Employer contribution / active EE | $12,564 | $1,819+590.7% | $2,835+343.3% | $2,588+385.6% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,245-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3 | $1,137-99.7% | $5,678-99.9% | $1,587-99.8% |