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 9-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 | $30,025 | $89,355-66.4% | $141,162-78.7% | $72,985-58.9% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.1pp | 69.5%+16.0pp |
| Annual return | 25.93% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,997 | $5,418+84.5% | $6,709+49.0% | $3,607+177.1% |
| Admin fee / account holder | $33 | $5,958-99.4% | $10,261-99.7% | $5,124-99.4% |