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.
Annual investment return 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 | $3,503 | $49,138-92.9% | $84,015-95.8% | $65,185-94.6% |
| Participation rate | 96.2% | 60.7%+35.5pp | 69.0%+27.2pp | 70.2%+26.0pp |
| Annual return | 4.26% | 23.00%-18.7pp | 71.31%-67.0pp | 29.38%-25.1pp |
| Employer contribution / active EE | $633 | $914-30.7% | $1,983-68.1% | $2,177-70.9% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |