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.
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 | $2,474 | $36,916-93.3% | $156,549-98.4% | $57,658-95.7% |
| Participation rate | 70.5% | 63.4%+7.1pp | 84.0%-13.5pp | 70.2%+0.3pp |
| Annual return | 8.22% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $315 | $1,571-80.0% | $5,501-94.3% | $1,974-84.1% |
| Participant deferral / active EE | $447 | $1,926-76.8% | $4,871-90.8% | $3,061-85.4% |
| Admin fee / account holder | $11 | $82-86.4% | $13,027-99.9% | $95-88.1% |