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.
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 | $14,841 | $47,977-69.1% | $154,107-90.4% | $56,287-73.6% |
| Participation rate | 86.7% | 66.2%+20.5pp | 83.0%+3.6pp | 69.9%+16.8pp |
| Annual return | 12.73% | 3.54%+9.2pp | 735.12%-722.4pp | -9.96%+22.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $466 | $2,392-80.5% | $5,081-90.8% | $3,350-86.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |