Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,109 | $56,060-94.5% | $76,002-95.9% | $80,874-96.2% |
| Participation rate | 87.4% | 62.0%+25.3pp | 69.1%+18.3pp | 67.6%+19.7pp |
| Annual return | 15.90% | 20.54%-4.6pp | 360.07%-344.2pp | 35.62%-19.7pp |
| Employer contribution / active EE | $706 | $1,873-62.3% | $2,688-73.7% | $2,756-74.4% |
| Participant deferral / active EE | $1,431 | $3,051-53.1% | $4,257-66.4% | $4,297-66.7% |
| Admin fee / account holder | $12 | $5,237-99.8% | $6,414-99.8% | $6,935-99.8% |