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 6-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 | $9,490 | $65,061-85.4% | $143,757-93.4% | $66,914-85.8% |
| Participation rate | 98.3% | 65.2%+33.2pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -2.63% | -11.14%+8.5pp | -0.04%-2.6pp | 1.58%-4.2pp |
| Employer contribution / active EE | $4,120 | $2,361+74.5% | $4,951-16.8% | $2,544+61.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |