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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,375 | $52,639-95.5% | $185,117-98.7% | $62,292-96.2% |
| Participation rate | 94.0% | 63.9%+30.1pp | 77.3%+16.7pp | 69.5%+24.5pp |
| Annual return | 12.19% | 19.57%-7.4pp | 40.50%-28.3pp | 28.90%-16.7pp |
| Employer contribution / active EE | $100 | $1,483-93.3% | $4,182-97.6% | $2,042-95.1% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $18 | $374-95.1% | $8,159-99.8% | $479-96.2% |