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 | $7,081 | $60,165-88.2% | $74,183-90.5% | $55,167-87.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.67% | 10.00%-0.3pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,666 | $1,600+4.2% | $2,370-29.7% | $1,963-15.1% |
| Participant deferral / active EE | $2,730 | $2,973-8.2% | $3,550-23.1% | $3,054-10.6% |
| Admin fee / account holder | $2 | $419-99.5% | $5,586-100.0% | $504-99.6% |