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 | $11,835 | $46,732-74.7% | $156,549-92.4% | $55,167-78.5% |
| Participation rate | 76.7% | 65.8%+10.9pp | 84.0%-7.3pp | 69.0%+7.8pp |
| Annual return | 38.39% | 17.72%+20.7pp | 32.23%+6.2pp | 169.23%-130.8pp |
| Employer contribution / active EE | $1,643 | $2,105-21.9% | $5,501-70.1% | $1,963-16.3% |
| Participant deferral / active EE | $3,019 | $2,204+37.0% | $4,871-38.0% | $3,054-1.2% |
| Admin fee / account holder | $24 | $418-94.2% | $13,027-99.8% | $504-95.2% |