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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,534 | $55,214-73.7% | $104,607-86.1% | $73,488-80.2% |
| Participation rate | 99.0% | 67.8%+31.2pp | 74.1%+24.9pp | 70.7%+28.3pp |
| Annual return | 12.41% | 24.79%-12.4pp | 340.46%-328.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,515 | $1,468+71.3% | $2,681-6.2% | $2,270+10.8% |
| Participant deferral / active EE | $520 | $2,925-82.2% | $3,740-86.1% | $3,740-86.1% |
| Admin fee / account holder | $82 | $424-80.7% | $6,473-98.7% | $513-84.1% |