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 8-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 | $43,366 | $45,073-3.8% | $69,455-37.6% | $72,985-40.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.56% | 22.65%-9.1pp | 28.97%-15.4pp | 81.00%-67.4pp |
| Employer contribution / active EE | $3,422 | $2,054+66.6% | $2,779+23.1% | $2,440+40.2% |
| Participant deferral / active EE | $5,310 | $2,602+104.1% | $3,535+50.2% | $3,607+47.2% |
| Admin fee / account holder | $17 | $3,056-99.5% | $3,839-99.6% | $5,124-99.7% |