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 | $22,632 | $58,879-61.6% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.92% | 24.86%-18.9pp | 151.07%-145.1pp | 28.51%-22.6pp |
| Employer contribution / active EE | $740 | $2,236-66.9% | $5,011-85.2% | $2,270-67.4% |
| Participant deferral / active EE | $2,251 | $2,567-12.3% | $5,202-56.7% | $3,740-39.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |