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.
Annual investment return 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 | $20,750 | $46,732-55.6% | $156,549-86.7% | $55,167-62.4% |
| Participation rate | 93.3% | 65.8%+27.5pp | 84.0%+9.3pp | 69.0%+24.3pp |
| Annual return | -3.57% | 17.72%-21.3pp | 32.23%-35.8pp | 169.23%-172.8pp |
| Employer contribution / active EE | $1,056 | $2,105-49.8% | $5,501-80.8% | $1,963-46.2% |
| Participant deferral / active EE | $1,245 | $2,204-43.5% | $4,871-74.4% | $3,054-59.2% |
| Admin fee / account holder | $18 | $418-95.7% | $13,027-99.9% | $504-96.4% |