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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,376 | $43,423-57.7% | $78,689-76.6% | $55,167-66.7% |
| Participation rate | 75.9% | 68.0%+7.8pp | 73.6%+2.3pp | 69.0%+6.9pp |
| Annual return | 6.35% | 11.53%-5.2pp | 62.18%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,093 | $2,509-56.4% | $3,517-68.9% | $3,054-64.2% |
| Admin fee / account holder | $41 | $416-90.2% | $4,510-99.1% | $504-91.9% |