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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,188 | $49,227-4.1% | $70,449-33.0% | $79,858-40.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.22% | 30.06%-25.8pp | 109.03%-104.8pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,946 | $2,099-7.3% | $2,737-28.9% | $2,471-21.2% |
| Participant deferral / active EE | $2,978 | $2,768+7.6% | $3,709-19.7% | $3,740-20.4% |
| Admin fee / account holder | $29 | $2,878-99.0% | $3,845-99.2% | $5,306-99.5% |