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 | $3,646 | $54,573-93.3% | $90,951-96.0% | $73,488-95.0% |
| Participation rate | 95.1% | 61.2%+33.9pp | 69.0%+26.1pp | 70.7%+24.4pp |
| Annual return | 2.54% | 16.69%-14.1pp | 134.60%-132.1pp | 28.51%-26.0pp |
| Employer contribution / active EE | $835 | $991-15.8% | $2,122-60.7% | $2,270-63.2% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |