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.
Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,219 | $209,336-91.3% | $197,124-90.8% | $137,256-86.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,082 | $6,591-83.6% | $6,227-82.6% | $4,156-74.0% |
| Participant deferral / active EE | $11,724 | $9,614+21.9% | $9,135+28.3% | $6,407+83.0% |
| Admin fee / account holder | $15 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |