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 | $7,195 | $63,905-88.7% | $74,183-90.3% | $57,658-87.5% |
| Participation rate | 71.9% | 79.8%-7.8pp | 76.6%-4.7pp | 70.2%+1.7pp |
| Annual return | 28.44% | 60.60%-32.2pp | 17.74%+10.7pp | 5.13%+23.3pp |
| Employer contribution / active EE | $920 | $1,840-50.0% | $2,370-61.2% | $1,974-53.4% |
| Participant deferral / active EE | $1,634 | $3,448-52.6% | $3,550-54.0% | $3,061-46.6% |
| Admin fee / account holder | $34 | $91-62.6% | $5,586-99.4% | $95-63.9% |