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 7-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 | $7,274 | $52,953-86.3% | $172,739-95.8% | $65,185-88.8% |
| Participation rate | 74.0% | 66.2%+7.8pp | 82.6%-8.7pp | 70.2%+3.8pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,166 | $2,190-1.1% | $5,143-57.9% | $2,177-0.5% |
| Participant deferral / active EE | $3,130 | $2,471+26.7% | $5,198-39.8% | $3,514-10.9% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.1% |