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.
Participant 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 | $1,375 | $52,884-97.4% | $84,750-98.4% | $55,167-97.5% |
| Participation rate | 84.2% | 67.5%+16.7pp | 76.6%+7.6pp | 69.0%+15.2pp |
| Annual return | 70.67% | 18.03%+52.6pp | 22.78%+47.9pp | 169.23%-98.6pp |
| Employer contribution / active EE | $543 | $2,233-75.7% | $3,574-84.8% | $1,963-72.3% |
| Participant deferral / active EE | $845 | $2,644-68.0% | $3,712-77.2% | $3,054-72.3% |
| Admin fee / account holder | $10 | $581-98.2% | $5,332-99.8% | $504-97.9% |