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 5-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.
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 | $56,313 | $46,966+19.9% | $185,117-69.6% | $69,631-19.1% |
| Participation rate | 94.8% | 65.3%+29.6pp | 77.3%+17.6pp | 70.7%+24.1pp |
| Annual return | 0.00% | 22.36%-22.4pp | 40.50%-40.5pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $6,783 | $1,360+398.6% | $4,182+62.2% | $2,032+233.8% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |