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 | $29,556 | $50,175-41.1% | $99,443-70.3% | $65,185-54.7% |
| Participation rate | 83.3% | 68.4%+14.9pp | 73.8%+9.5pp | 70.2%+13.1pp |
| Annual return | 20.56% | 25.36%-4.8pp | 30.72%-10.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $236 | $1,496-84.2% | $2,540-90.7% | $2,177-89.2% |
| Participant deferral / active EE | $1,407 | $2,748-48.8% | $3,619-61.1% | $3,514-60.0% |
| Admin fee / account holder | $16 | $398-95.9% | $6,250-99.7% | $847-98.1% |