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 | $12,902 | $51,447-74.9% | $104,607-87.7% | $73,409-82.4% |
| Participation rate | 82.1% | 68.2%+13.9pp | 74.1%+8.0pp | 72.2%+10.0pp |
| Annual return | 25.72% | 25.06%+0.7pp | 340.46%-314.7pp | 59.29%-33.6pp |
| Employer contribution / active EE | $1,406 | $1,441-2.5% | $2,681-47.6% | $2,234-37.1% |
| Participant deferral / active EE | $2,112 | $3,058-30.9% | $3,740-43.5% | $3,805-44.5% |
| Admin fee / account holder | $2 | $122-98.3% | $6,473-100.0% | $158-98.7% |