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 | $15,092 | $58,726-74.3% | $92,233-83.6% | $62,292-75.8% |
| Participation rate | 88.4% | 68.3%+20.1pp | 76.5%+11.9pp | 69.5%+18.9pp |
| Annual return | 20.90% | 43.62%-22.7pp | 176.28%-155.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,932 | $2,766-30.2% | $3,897-50.4% | $3,169-39.0% |
| Admin fee / account holder | $16 | $556-97.1% | $5,194-99.7% | $479-96.6% |