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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,871 | $63,114-70.1% | $92,893-79.7% | $65,185-71.0% |
| Participation rate | 92.8% | 68.8%+24.0pp | 76.0%+16.8pp | 70.2%+22.6pp |
| Annual return | 19.93% | 28.75%-8.8pp | 109.41%-89.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $7,022 | $2,571+173.2% | $3,653+92.3% | $2,177+222.6% |
| Participant deferral / active EE | $470 | $3,108-84.9% | $4,236-88.9% | $3,514-86.6% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |