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 | $7,976 | $65,395-87.8% | $182,532-95.6% | $72,985-89.1% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 69.5%+27.4pp |
| Annual return | 20.77% | 27.68%-6.9pp | 148.54%-127.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,037 | $1,911-45.7% | $4,076-74.6% | $2,440-57.5% |
| Participant deferral / active EE | $1,948 | $3,563-45.3% | $5,524-64.7% | $3,607-46.0% |
| Admin fee / account holder | $71 | $4,245-98.3% | $8,592-99.2% | $5,124-98.6% |