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 8-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 | $14,954 | $63,745-76.5% | $98,442-84.8% | $79,386-81.2% |
| Participation rate | 98.4% | 69.9%+28.6pp | 73.3%+25.1pp | 70.7%+27.7pp |
| Annual return | 19.15% | 625.80%-606.7pp | 1492.73%-1473.6pp | 116.85%-97.7pp |
| Employer contribution / active EE | $3,111 | $2,557+21.7% | $2,960+5.1% | $2,427+28.2% |
| Participant deferral / active EE | $2,541 | $3,303-23.1% | $4,276-40.6% | $4,046-37.2% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |