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.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,163 | $91,190-87.8% | $178,490-93.7% | $79,858-86.0% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 19.59% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,449 | $3,256-55.5% | $5,011-71.1% | $2,471-41.4% |
| Participant deferral / active EE | $1,548 | $3,236-52.2% | $5,202-70.2% | $3,740-58.6% |
| Admin fee / account holder | $4 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |