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 3-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 | $37,625 | $66,098-43.1% | $101,794-63.0% | $74,304-49.4% |
| Participation rate | 89.1% | 53.8%+35.4pp | 69.2%+20.0pp | 60.3%+28.8pp |
| Annual return | -42.74% | 19.59%-62.3pp | 30.53%-73.3pp | 29.43%-72.2pp |
| Employer contribution / active EE | $5,728 | $1,082+429.6% | $2,289+150.3% | $2,241+155.6% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |