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 21 · EIN 66-0561870 | Bank Trustee | $1,280 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,164 | $56,485-71.4% | $185,823-91.3% | $86,799-81.4% |
| Participation rate | 74.8% | 65.5%+9.3pp | 81.7%-6.9pp | 72.3%+2.5pp |
| Annual return | 9.09% | 118.04%-108.9pp | 122.05%-113.0pp | 97.91%-88.8pp |
| Employer contribution / active EE | $228 | $1,843-87.6% | $5,167-95.6% | $2,405-90.5% |
| Participant deferral / active EE | $1,035 | $2,553-59.5% | $5,568-81.4% | $4,131-75.0% |
| Admin fee / account holder | $3 | $150-97.7% | $16,237-100.0% | $170-98.0% |