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 | $20,523 | $80,753-74.6% | $136,294-84.9% | $62,292-67.1% |
| Participation rate | 91.7% | 73.5%+18.1pp | 81.9%+9.7pp | 69.5%+22.2pp |
| Annual return | 20.56% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,070 | $2,884-62.9% | $4,695-77.2% | $2,042-47.6% |
| Participant deferral / active EE | $4,080 | $5,164-21.0% | $6,247-34.7% | $3,169+28.8% |
| Admin fee / account holder | $83 | $525-84.2% | $9,243-99.1% | $479-82.7% |