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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,273 | $81,460-72.7% | $103,333-78.4% | $80,856-72.5% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 14.81% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,304 | $3,105+70.8% | $3,868+37.1% | $2,755+92.5% |
| Participant deferral / active EE | $2,583 | $3,869-33.2% | $5,057-48.9% | $4,296-39.9% |
| Admin fee / account holder | $20 | $6,566-99.7% | $8,355-99.8% | $6,918-99.7% |