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 7-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 | $1,700 | $25,302-93.3% | $74,701-97.7% | $67,579-97.5% |
| Participation rate | 90.3% | 37.8%+52.5pp | 54.5%+35.8pp | 71.3%+19.0pp |
| Annual return | 117.42% | 10291.17%-10173.7pp | 752.92%-635.5pp | 378.56%-261.1pp |
| Employer contribution / active EE | $250 | $446-43.9% | $1,084-76.9% | $2,148-88.3% |
| Participant deferral / active EE | $1,139 | $954+19.4% | $1,964-42.0% | $3,539-67.8% |
| Admin fee / account holder | $9 | $108-91.3% | $3,333-99.7% | $142-93.4% |