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.
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 | $20,965 | $52,953-60.4% | $172,739-87.9% | $65,185-67.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 3.02% | 30.12%-27.1pp | 802.84%-799.8pp | 29.38%-26.4pp |
| Employer contribution / active EE | $661 | $2,190-69.8% | $5,143-87.1% | $2,177-69.6% |
| Participant deferral / active EE | $2,226 | $2,471-9.9% | $5,198-57.2% | $3,514-36.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |