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 | $15,130 | $85,766-82.4% | $136,294-88.9% | $70,131-78.4% |
| Participation rate | 82.2% | 74.2%+8.0pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 18.63% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,261 | $2,966-57.5% | $4,695-73.1% | $2,342-46.2% |
| Participant deferral / active EE | $1,751 | $5,051-65.3% | $6,247-72.0% | $3,332-47.4% |
| Admin fee / account holder | $56 | $5,420-99.0% | $9,243-99.4% | $4,645-98.8% |