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 | $7,159 | $55,453-87.1% | $170,442-95.8% | $62,292-88.5% |
| Participation rate | 86.1% | 66.4%+19.7pp | 83.6%+2.5pp | 69.5%+16.6pp |
| Annual return | 14.83% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $480 | $2,164-77.8% | $5,433-91.2% | $2,042-76.5% |
| Participant deferral / active EE | $789 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $9 | $455-98.1% | $13,880-99.9% | $479-98.2% |