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.
Annual investment return 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 | $13,195 | $51,197-74.2% | $82,719-84.0% | $66,914-80.3% |
| Participation rate | 95.8% | 67.8%+28.0pp | 72.6%+23.2pp | 69.8%+26.0pp |
| Annual return | -21.30% | -9.64%-11.7pp | 701.18%-722.5pp | 1.58%-22.9pp |
| Employer contribution / active EE | $3,708 | $2,611+42.0% | $3,009+23.2% | $2,544+45.7% |
| Participant deferral / active EE | $3,198 | $3,458-7.5% | $4,395-27.2% | $4,237-24.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |