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.
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 | $12,701 | $39,245-67.6% | $64,105-80.2% | $52,331-75.7% |
| Participation rate | 75.7% | 58.2%+17.5pp | 68.2%+7.5pp | 68.1%+7.6pp |
| Annual return | 0.23% | 14.79%-14.6pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $359 | $736-51.2% | $1,820-80.3% | $1,882-80.9% |
| Participant deferral / active EE | $1,352 | $1,992-32.1% | $2,822-52.1% | $3,022-55.3% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |