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 | $9,543 | $47,977-80.1% | $154,107-93.8% | $56,287-83.0% |
| Participation rate | 89.4% | 66.2%+23.2pp | 83.0%+6.4pp | 69.9%+19.5pp |
| Annual return | -2.77% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,524 | $2,169-29.7% | $5,298-71.2% | $2,111-27.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |