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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,477 | $91,407-52.4% | $135,903-68.0% | $71,457-39.2% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+17.0pp | 67.9%+30.9pp |
| Annual return | 64.17% | 29.90%+34.3pp | 68.23%-4.1pp | 28.85%+35.3pp |
| Employer contribution / active EE | $1,699 | $3,703-54.1% | $4,856-65.0% | $2,588-34.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |