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.
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 | $19,726 | $45,035-56.2% | $62,995-68.7% | $70,131-71.9% |
| Participation rate | 91.8% | 69.5%+22.2pp | 74.8%+17.0pp | 69.5%+22.2pp |
| Annual return | 10.40% | 18.76%-8.4pp | 87.57%-77.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,625 | $2,051-20.8% | $2,759-41.1% | $2,342-30.6% |
| Participant deferral / active EE | $1,306 | $2,465-47.0% | $3,329-60.8% | $3,332-60.8% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |