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.
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 | $9,409 | $39,122-75.9% | $57,179-83.5% | $62,891-85.0% |
| Participation rate | 70.7% | 70.5%+0.1pp | 75.3%-4.7pp | 69.3%+1.3pp |
| Annual return | 8.17% | 9.23%-1.1pp | 14.59%-6.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $803 | $2,374-66.2% | $3,096-74.1% | $3,203-74.9% |
| Admin fee / account holder | $159 | $2,592-93.9% | $3,139-94.9% | $4,296-96.3% |