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 9-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.
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 | $21,454 | $33,067-35.1% | $76,523-72.0% | $56,287-61.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -5.50% | 2.72%-8.2pp | -0.27%-5.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,792 | $1,200+49.3% | $2,647-32.3% | $2,111-15.1% |
| Participant deferral / active EE | $1,397 | $2,240-37.6% | $3,835-63.6% | $3,350-58.3% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |