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.
Participant 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 | $15,585 | $89,355-82.6% | $141,162-89.0% | $72,985-78.6% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 25.84% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $867 | $3,114-72.2% | $4,735-81.7% | $2,440-64.5% |
| Participant deferral / active EE | $1,245 | $5,418-77.0% | $6,709-81.4% | $3,607-65.5% |
| Admin fee / account holder | $9 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |