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 | $8,121 | $47,977-83.1% | $154,107-94.7% | $56,287-85.6% |
| Participation rate | 76.1% | 66.2%+10.0pp | 83.0%-6.9pp | 69.9%+6.3pp |
| Annual return | -5.61% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $321 | $2,169-85.2% | $5,298-93.9% | $2,111-84.8% |
| Participant deferral / active EE | $1,225 | $2,392-48.8% | $5,081-75.9% | $3,350-63.4% |
| Admin fee / account holder | $34 | $438-92.2% | $13,411-99.7% | $521-93.4% |