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 | $22,764 | $81,474-72.1% | $133,956-83.0% | $73,488-69.0% |
| Participation rate | 71.2% | 76.4%-5.2pp | 79.8%-8.7pp | 70.7%+0.5pp |
| Annual return | 16.67% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,233 | $2,209-44.2% | $3,919-68.5% | $2,270-45.7% |
| Participant deferral / active EE | $2,114 | $3,786-44.2% | $5,048-58.1% | $3,740-43.5% |
| Admin fee / account holder | $14 | $713-98.1% | $8,927-99.8% | $513-97.3% |