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.
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 | $27,375 | $47,448-42.3% | $94,993-71.2% | $62,292-56.1% |
| Participation rate | 88.3% | 66.5%+21.8pp | 73.9%+14.5pp | 69.5%+18.8pp |
| Annual return | 16.40% | 22.64%-6.2pp | 27.12%-10.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $220 | $1,300-83.1% | $2,603-91.6% | $2,042-89.2% |
| Participant deferral / active EE | $1,308 | $2,375-44.9% | $3,317-60.6% | $3,169-58.7% |
| Admin fee / account holder | $8 | $434-98.2% | $4,960-99.8% | $479-98.4% |