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 | $45,343-83.9% | $150,298-95.1% | $67,986-89.3% |
| Participation rate | 93.1% | 51.9%+41.3pp | 77.8%+15.4pp | 57.2%+35.9pp |
| Annual return | 14.03% | 33.28%-19.2pp | 62.79%-48.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $483 | $1,462-67.0% | $4,154-88.4% | $2,019-76.1% |
| Participant deferral / active EE | $293 | $2,055-85.7% | $5,453-94.6% | $3,358-91.3% |
| Admin fee / account holder | $8 | $2,250-99.7% | $14,116-99.9% | $3,203-99.8% |