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.
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 | $6,942 | $33,067-79.0% | $76,523-90.9% | $56,287-87.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | 1.22% | 2.72%-1.5pp | -0.27%+1.5pp | -9.96%+11.2pp |
| Employer contribution / active EE | $3,628 | $1,200+202.3% | $2,647+37.1% | $2,111+71.9% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $39 | $537-92.8% | $4,848-99.2% | $521-92.6% |