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 | $22,739 | $52,467-56.7% | $57,179-60.2% | $55,167-58.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 75.3%+6.7pp | 69.0%+13.0pp |
| Annual return | 0.18% | 7.72%-7.5pp | 14.59%-14.4pp | 169.23%-169.0pp |
| Employer contribution / active EE | $757 | $2,477-69.5% | $2,682-71.8% | $1,963-61.4% |
| Participant deferral / active EE | $1,290 | $2,830-54.4% | $3,096-58.3% | $3,054-57.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |