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 10-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 | $24,900 | $76,050-67.3% | $96,544-74.2% | $71,457-65.2% |
| Participation rate | 74.6% | 74.4%+0.2pp | 76.0%-1.3pp | 67.9%+6.7pp |
| Annual return | 18.23% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $884 | $2,244-60.6% | $2,965-70.2% | $2,588-65.8% |
| Participant deferral / active EE | $2,666 | $4,215-36.8% | $4,851-45.0% | $4,289-37.8% |
| Admin fee / account holder | $4 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |