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.
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 | $25,710 | $98,750-74.0% | $149,696-82.8% | $79,858-67.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 27.87% | 27.43%+0.4pp | 276.60%-248.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $1,136 | $3,216-64.7% | $4,644-75.5% | $2,471-54.0% |
| Participant deferral / active EE | $1,859 | $5,680-67.3% | $6,842-72.8% | $3,740-50.3% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |