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 | $8,997 | $55,453-83.8% | $170,442-94.7% | $62,292-85.6% |
| Participation rate | 73.4% | 66.4%+7.0pp | 83.6%-10.2pp | 69.5%+3.9pp |
| Annual return | 19.69% | 21.38%-1.7pp | 205.93%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $325 | $2,164-85.0% | $5,433-94.0% | $2,042-84.1% |
| Participant deferral / active EE | $923 | $2,303-59.9% | $4,939-81.3% | $3,169-70.9% |
| Admin fee / account holder | $46 | $455-89.9% | $13,880-99.7% | $479-90.4% |