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.
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 | $4,637 | $56,053-91.7% | $75,972-93.9% | $80,856-94.3% |
| Participation rate | 91.0% | 62.0%+29.0pp | 69.1%+22.0pp | 67.6%+23.4pp |
| Annual return | 17.26% | 20.53%-3.3pp | 359.55%-342.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $997 | $1,874-46.8% | $2,685-62.9% | $2,755-63.8% |
| Participant deferral / active EE | $1,992 | $3,052-34.7% | $4,255-53.2% | $4,296-53.6% |
| Admin fee / account holder | $15 | $5,234-99.7% | $6,467-99.8% | $6,918-99.8% |