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.
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 | $31,522 | $74,616-57.8% | $90,404-65.1% | - |
| Participation rate | 73.7% | 67.7%+6.0pp | 72.7%+1.1pp | - |
| Annual return | 22.26% | 7.61%+14.7pp | 1293.02%-1270.8pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $1,573 | $2,994-47.5% | $3,963-60.3% | - |
| Admin fee / account holder | $121 | $4,675-97.4% | $5,611-97.8% | - |