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.
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 | $11,645 | $55,002-78.8% | $59,878-80.6% | $56,287-79.3% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.7%+23.0pp | 69.9%+27.9pp |
| Annual return | 9.50% | 1.13%+8.4pp | 3.46%+6.0pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,134 | $2,448-53.7% | $2,722-58.3% | $2,111-46.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $86 | $236-63.5% | $3,590-97.6% | $521-83.5% |