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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,333 | $71,192-88.3% | $117,854-92.9% | $62,292-86.6% |
| Participation rate | 97.8% | 74.2%+23.5pp | 79.7%+18.1pp | 69.5%+28.3pp |
| Annual return | 15.56% | 18.66%-3.1pp | 335.08%-319.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $444 | $1,934-77.0% | $3,786-88.3% | $2,042-78.2% |
| Participant deferral / active EE | $1,740 | $3,189-45.4% | $4,482-61.2% | $3,169-45.1% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |