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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,696 | $44,989-94.0% | $170,442-98.4% | $77,958-96.5% |
| Participation rate | 99.4% | 64.6%+34.8pp | 83.6%+15.8pp | 71.6%+27.8pp |
| Annual return | 47.56% | 19.61%+27.9pp | 205.93%-158.4pp | 20.87%+26.7pp |
| Employer contribution / active EE | $22 | $1,466-98.5% | $5,433-99.6% | $2,310-99.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-99.7% | $13,880-100.0% | $97-99.8% |