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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $757 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,445 | $65,322-68.7% | $70,449-71.0% | $73,488-72.2% |
| Participation rate | 99.3% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 10.96% | 15.71%-4.8pp | 109.03%-98.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,519 | $2,460-38.2% | $2,737-44.5% | $2,270-33.1% |
| Participant deferral / active EE | $854 | $3,375-74.7% | $3,709-77.0% | $3,740-77.2% |
| Admin fee / account holder | $5 | $214-97.9% | $3,845-99.9% | $513-99.1% |