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 8-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 | $12,072 | $66,124-81.7% | $90,404-86.6% | $73,488-83.6% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 18.60% | 17.65%+0.9pp | 1293.02%-1274.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,839 | $2,346+21.0% | $3,262-13.0% | $2,270+25.0% |
| Participant deferral / active EE | $2,039 | $3,039-32.9% | $3,963-48.6% | $3,740-45.5% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |