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 | $16,555 | $60,349-72.6% | $74,183-77.7% | $62,891-73.7% |
| Participation rate | 79.7% | 72.7%+6.9pp | 76.6%+3.0pp | 69.3%+10.4pp |
| Annual return | 7.86% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $784 | $1,680-53.4% | $2,370-66.9% | $2,281-65.6% |
| Participant deferral / active EE | $1,165 | $2,856-59.2% | $3,550-67.2% | $3,203-63.6% |
| Admin fee / account holder | $67 | $4,261-98.4% | $5,586-98.8% | $4,296-98.4% |