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.
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 | $17,604 | $54,320-67.6% | $67,652-74.0% | $52,331-66.4% |
| Participation rate | 85.1% | 73.6%+11.5pp | 75.7%+9.4pp | 68.1%+17.0pp |
| Annual return | 5.56% | 6.81%-1.2pp | 6625.04%-6619.5pp | 4.54%+1.0pp |
| Employer contribution / active EE | $1,537 | $1,544-0.4% | $2,266-32.2% | $1,882-18.3% |
| Participant deferral / active EE | $3,302 | $2,950+11.9% | $3,560-7.2% | $3,022+9.3% |
| Admin fee / account holder | $3 | $527-99.4% | $4,821-99.9% | $592-99.5% |