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 | $7,618 | $28,109-72.9% | $71,086-89.3% | $56,287-86.5% |
| Participation rate | 84.2% | 40.4%+43.8pp | 54.7%+29.5pp | 69.9%+14.3pp |
| Annual return | -9.28% | -615.05%+605.8pp | 650.59%-659.9pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,186 | $558+112.8% | $1,088+9.1% | $2,111-43.8% |
| Participant deferral / active EE | $1,572 | $1,116+40.9% | $1,874-16.1% | $3,350-53.1% |
| Admin fee / account holder | $51 | $585-91.3% | $3,082-98.3% | $521-90.2% |