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 | $17,133 | $52,953-67.6% | $172,739-90.1% | $65,185-73.7% |
| Participation rate | 94.5% | 66.2%+28.3pp | 82.6%+11.9pp | 70.2%+24.3pp |
| Annual return | 5.65% | 30.12%-24.5pp | 802.84%-797.2pp | 29.38%-23.7pp |
| Employer contribution / active EE | $2,884 | $2,190+31.7% | $5,143-43.9% | $2,177+32.5% |
| Participant deferral / active EE | $1,539 | $2,471-37.7% | $5,198-70.4% | $3,514-56.2% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |