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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,986 | $55,453-36.9% | $170,442-79.5% | $62,292-43.8% |
| Participation rate | 78.7% | 66.4%+12.3pp | 83.6%-4.9pp | 69.5%+9.2pp |
| Annual return | 9.96% | 21.38%-11.4pp | 205.93%-196.0pp | 28.90%-18.9pp |
| Employer contribution / active EE | $1,523 | $2,164-29.6% | $5,433-72.0% | $2,042-25.4% |
| Participant deferral / active EE | $2,115 | $2,303-8.2% | $4,939-57.2% | $3,169-33.3% |
| Admin fee / account holder | $19 | $455-95.8% | $13,880-99.9% | $479-96.0% |