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 | $7,308 | $49,915-85.4% | $154,803-95.3% | $74,304-90.2% |
| Participation rate | 93.1% | 54.0%+39.2pp | 78.1%+15.1pp | 60.3%+32.8pp |
| Annual return | 14.03% | 34.06%-20.0pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $483 | $1,611-70.0% | $4,305-88.8% | $2,241-78.5% |
| Participant deferral / active EE | $293 | $2,255-87.0% | $5,540-94.7% | $3,767-92.2% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |