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.
Employer 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 | $24,521 | $79,523-69.2% | $140,016-82.5% | $56,287-56.4% |
| Participation rate | 94.9% | 85.7%+9.2pp | 87.5%+7.4pp | 69.9%+25.0pp |
| Annual return | -3.31% | 2.39%-5.7pp | 651.12%-654.4pp | -9.96%+6.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,311 | $5,129+42.5% | $6,927+5.5% | $3,350+118.2% |
| Admin fee / account holder | $140 | $614-77.2% | $10,705-98.7% | $521-73.2% |