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 6-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 | $4,179 | $44,794-90.7% | $90,281-95.4% | $77,787-94.6% |
| Participation rate | 73.1% | 66.6%+6.5pp | 73.3%-0.2pp | 73.2%-0.1pp |
| Annual return | -75.02% | 28.23%-103.2pp | 78.10%-153.1pp | 32.57%-107.6pp |
| Employer contribution / active EE | $2,555 | $1,809+41.3% | $2,854-10.5% | $2,504+2.0% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $5,351-100.0% | $100-100.0% |