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.
Annual investment return 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 | $11,005 | $46,360-76.3% | $147,614-92.5% | $52,331-79.0% |
| Participation rate | 82.0% | 64.9%+17.0pp | 84.6%-2.7pp | 68.1%+13.9pp |
| Annual return | -3.00% | 1.62%-4.6pp | 61.98%-65.0pp | 4.54%-7.5pp |
| Employer contribution / active EE | $1,357 | $2,126-36.2% | $5,564-75.6% | $1,882-27.9% |
| Participant deferral / active EE | $1,049 | $2,258-53.5% | $4,895-78.6% | $3,022-65.3% |
| Admin fee / account holder | $61 | $766-92.1% | $11,611-99.5% | $592-89.7% |