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.
Participant contribution per participant 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 | $13,394 | $55,453-75.8% | $170,442-92.1% | $62,292-78.5% |
| Participation rate | 86.4% | 66.4%+20.0pp | 83.6%+2.8pp | 69.5%+16.9pp |
| Annual return | 12.95% | 21.38%-8.4pp | 205.93%-193.0pp | 28.90%-15.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $503 | $2,303-78.1% | $4,939-89.8% | $3,169-84.1% |
| Admin fee / account holder | $2 | $455-99.7% | $13,880-100.0% | $479-99.7% |