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 | $11,214 | $52,467-78.6% | $57,179-80.4% | $55,167-79.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 16.13% | 7.72%+8.4pp | 14.59%+1.5pp | 169.23%-153.1pp |
| Employer contribution / active EE | $2,767 | $2,477+11.7% | $2,682+3.1% | $1,963+41.0% |
| Participant deferral / active EE | $3,786 | $2,830+33.8% | $3,096+22.3% | $3,054+24.0% |
| Admin fee / account holder | $40 | $269-85.2% | $3,139-98.7% | $504-92.1% |