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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,744 | $75,183-55.1% | $123,892-72.8% | $55,167-38.8% |
| Participation rate | 73.3% | 72.8%+0.5pp | 81.4%-8.1pp | 69.0%+4.3pp |
| Annual return | 8.29% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,285 | $2,823-19.1% | $4,617-50.5% | $1,963+16.4% |
| Participant deferral / active EE | $4,283 | $5,084-15.8% | $5,984-28.4% | $3,054+40.2% |
| Admin fee / account holder | $155 | $663-76.5% | $8,357-98.1% | $504-69.2% |