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 9-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 | $11,461 | $65,061-82.4% | $143,757-92.0% | $66,914-82.9% |
| Participation rate | 77.8% | 65.2%+12.7pp | 80.3%-2.5pp | 69.8%+8.0pp |
| Annual return | -17.36% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,344 | $2,361-0.7% | $4,951-52.7% | $2,544-7.9% |
| Participant deferral / active EE | $1,644 | $2,919-43.7% | $5,637-70.8% | $4,237-61.2% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |