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 | $20,910 | $60,795-65.6% | $69,455-69.9% | $65,185-67.9% |
| Participation rate | 99.0% | 74.9%+24.1pp | 74.6%+24.4pp | 70.2%+28.8pp |
| Annual return | 4.00% | 17.46%-13.5pp | 28.97%-25.0pp | 29.38%-25.4pp |
| Employer contribution / active EE | $1,664 | $2,452-32.1% | $2,779-40.1% | $2,177-23.5% |
| Participant deferral / active EE | $1,370 | $3,162-56.7% | $3,535-61.2% | $3,514-61.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |