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.
Employer 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 | $2,035 | $24,733-91.8% | $69,647-97.1% | $74,495-97.3% |
| Participation rate | 77.3% | 63.5%+13.8pp | 66.5%+10.9pp | 67.2%+10.1pp |
| Annual return | 21.66% | 18.55%+3.1pp | 100.48%-78.8pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $243 | $1,001-75.7% | $1,712-85.8% | $2,623-90.7% |
| Participant deferral / active EE | $1,130 | $1,901-40.6% | $2,886-60.9% | $4,346-74.0% |
| Admin fee / account holder | $8 | $1,892-99.6% | $4,713-99.8% | $1,942-99.6% |