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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,603 | $89,652-96.0% | $141,162-97.4% | $65,185-94.5% |
| Participation rate | 78.2% | 74.7%+3.5pp | 82.5%-4.3pp | 70.2%+8.0pp |
| Annual return | 18.58% | 32.79%-14.2pp | 71.39%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $833 | $3,065-72.8% | $4,735-82.4% | $2,177-61.7% |
| Participant deferral / active EE | $1,003 | $5,691-82.4% | $6,709-85.0% | $3,514-71.4% |
| Admin fee / account holder | $41 | $569-92.8% | $10,261-99.6% | $847-95.2% |