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.
Participant contribution per participant 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 | $4,364 | $102,317-95.7% | $146,958-97.0% | $80,856-94.6% |
| Participation rate | 91.2% | 75.8%+15.3pp | 82.2%+9.0pp | 67.6%+23.5pp |
| Annual return | 14.73% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,307 | $3,713-64.8% | $4,933-73.5% | $2,755-52.6% |
| Participant deferral / active EE | $2,309 | $6,644-65.2% | $8,070-71.4% | $4,296-46.2% |
| Admin fee / account holder | $57 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |