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.
| Provider | Service type | Compensation |
|---|---|---|
ESTEP HOPE & WEBER MANAGEMENT1+ years Service code 20 · EIN 27-1302700 | Trustee (individual) | $0 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,016 | $39,245-54.1% | $64,105-71.9% | $52,331-65.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | -0.88% | 14.79%-15.7pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $3,425 | $736+365.3% | $1,820+88.2% | $1,882+82.0% |
| Participant deferral / active EE | $838 | $1,992-57.9% | $2,822-70.3% | $3,022-72.3% |
| Admin fee / account holder | $122 | $592-79.3% | $4,499-97.3% | $592-79.3% |