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.
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 | $8,781 | $77,634-88.7% | $156,549-94.4% | $62,891-86.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -3.87% | 50.32%-54.2pp | 32.23%-36.1pp | 20.14%-24.0pp |
| Employer contribution / active EE | $515 | $3,444-85.1% | $5,501-90.6% | $2,281-77.4% |
| Participant deferral / active EE | $1,469 | $3,045-51.8% | $4,871-69.9% | $3,203-54.1% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |