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.
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 | $9,026 | $44,873-79.9% | $79,464-88.6% | $56,287-84.0% |
| Participation rate | 93.0% | 68.7%+24.3pp | 73.3%+19.7pp | 69.9%+23.2pp |
| Annual return | -9.41% | 0.81%-10.2pp | 718.14%-727.6pp | -9.96%+0.5pp |
| Employer contribution / active EE | $1,628 | $2,140-23.9% | $2,800-41.9% | $2,111-22.9% |
| Participant deferral / active EE | $1,727 | $2,746-37.1% | $3,704-53.4% | $3,350-48.4% |
| Admin fee / account holder | $41 | $418-90.1% | $5,113-99.2% | $521-92.1% |