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.
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 | $48,717 | $51,769-5.9% | $57,343-15.0% | $52,331-6.9% |
| Participation rate | 99.2% | 75.2%+23.9pp | 75.1%+24.1pp | 68.1%+31.0pp |
| Annual return | -0.27% | 2.43%-2.7pp | 24.39%-24.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,355 | $2,335+0.8% | $2,689-12.4% | $1,882+25.1% |
| Participant deferral / active EE | $3,551 | $2,794+27.1% | $3,162+12.3% | $3,022+17.5% |
| Admin fee / account holder | $150 | $295-49.1% | $3,356-95.5% | $592-74.6% |