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 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 | $14,523 | $73,102-80.1% | $123,544-88.2% | $56,287-74.2% |
| Participation rate | 75.3% | 74.3%+1.0pp | 82.3%-7.0pp | 69.9%+5.5pp |
| Annual return | -2.47% | 3.01%-5.5pp | 119.20%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,370 | $2,977-54.0% | $4,628-70.4% | $2,111-35.1% |
| Participant deferral / active EE | $1,307 | $5,423-75.9% | $6,426-79.7% | $3,350-61.0% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.5% |