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 | $25,853 | $99,957-74.1% | $149,696-82.7% | $73,488-64.8% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 22.61% | 53.87%-31.3pp | 276.60%-254.0pp | 28.51%-5.9pp |
| Employer contribution / active EE | $1,972 | $3,191-38.2% | $4,644-57.5% | $2,270-13.1% |
| Participant deferral / active EE | $5,157 | $6,073-15.1% | $6,842-24.6% | $3,740+37.9% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |