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.
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 | $9,516 | $54,320-82.5% | $67,652-85.9% | $52,331-81.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.7pp | 68.1%+31.3pp |
| Annual return | -2.08% | 6.81%-8.9pp | 6625.04%-6627.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,069 | $1,544-30.8% | $2,266-52.8% | $1,882-43.2% |
| Participant deferral / active EE | $2,729 | $2,950-7.5% | $3,560-23.3% | $3,022-9.7% |
| Admin fee / account holder | $17 | $527-96.8% | $4,821-99.6% | $592-97.1% |