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 | $17,038 | $63,114-73.0% | $92,893-81.7% | $65,185-73.9% |
| Participation rate | 80.4% | 68.8%+11.6pp | 76.0%+4.4pp | 70.2%+10.2pp |
| Annual return | 23.93% | 28.75%-4.8pp | 109.41%-85.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,871 | $2,571+50.6% | $3,653+6.0% | $2,177+77.9% |
| Participant deferral / active EE | $1,900 | $3,108-38.9% | $4,236-55.2% | $3,514-45.9% |
| Admin fee / account holder | $9 | $624-98.5% | $5,794-99.8% | $847-98.9% |