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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,392 | $43,423-64.6% | $78,689-80.4% | $55,167-72.1% |
| Participation rate | 92.9% | 68.0%+24.9pp | 73.6%+19.4pp | 69.0%+23.9pp |
| Annual return | 0.08% | 11.53%-11.4pp | 62.18%-62.1pp | 169.23%-169.1pp |
| Employer contribution / active EE | $726 | $1,997-63.6% | $2,851-74.5% | $1,963-63.0% |
| Participant deferral / active EE | $857 | $2,509-65.8% | $3,517-75.6% | $3,054-71.9% |
| Admin fee / account holder | $108 | $416-74.0% | $4,510-97.6% | $504-78.5% |