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 | $39,189 | $56,629-30.8% | $77,999-49.8% | $55,167-29.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.93% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,748 | $1,723+59.5% | $2,470+11.3% | $1,963+40.0% |
| Participant deferral / active EE | $3,807 | $2,777+37.1% | $3,497+8.9% | $3,054+24.6% |
| Admin fee / account holder | $132 | $467-71.8% | $5,480-97.6% | $504-73.9% |