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 | $16,109 | $50,637-68.2% | $86,590-81.4% | $62,292-74.1% |
| Participation rate | 94.7% | 67.9%+26.8pp | 73.5%+21.2pp | 69.5%+25.2pp |
| Annual return | 12.26% | 20.80%-8.5pp | 964.84%-952.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $840 | $2,075-59.5% | $2,839-70.4% | $2,042-58.9% |
| Participant deferral / active EE | $933 | $2,611-64.3% | $3,609-74.2% | $3,169-70.6% |
| Admin fee / account holder | $108 | $413-73.8% | $4,906-97.8% | $479-77.4% |