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 3-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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,143 | $65,561+17.7% | $86,188-10.5% | $75,163+2.6% |
| Participation rate | 88.8% | 60.5%+28.3pp | 69.0%+19.8pp | 67.2%+21.6pp |
| Annual return | -31.00% | 46.05%-77.1pp | 1168.45%-1199.4pp | 160.62%-191.6pp |
| Employer contribution / active EE | $7,493 | $1,553+382.6% | $2,380+214.8% | $2,670+180.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |