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 9-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.
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 | $13,107 | $61,156-78.6% | $185,823-92.9% | $79,386-83.5% |
| Participation rate | 70.9% | 66.6%+4.2pp | 81.7%-10.8pp | 70.7%+0.2pp |
| Annual return | 9.81% | 19.45%-9.6pp | 122.05%-112.2pp | 116.85%-107.0pp |
| Employer contribution / active EE | $2,442 | $2,321+5.3% | $5,167-52.7% | $2,427+0.6% |
| Participant deferral / active EE | $1,568 | $2,789-43.8% | $5,568-71.8% | $4,046-61.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |