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.
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 | $17,162 | $52,467-67.3% | $57,179-70.0% | $55,167-68.9% |
| Participation rate | 79.0% | 75.8%+3.2pp | 75.3%+3.7pp | 69.0%+10.0pp |
| Annual return | 8.95% | 7.72%+1.2pp | 14.59%-5.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,907 | $2,477-23.0% | $2,682-28.9% | $1,963-2.8% |
| Participant deferral / active EE | $1,108 | $2,830-60.8% | $3,096-64.2% | $3,054-63.7% |
| Admin fee / account holder | $17 | $269-93.6% | $3,139-99.4% | $504-96.6% |