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 | $13,096 | $37,196-64.8% | $154,107-91.5% | $55,725-76.5% |
| Participation rate | 73.3% | 64.1%+9.2pp | 83.0%-9.8pp | 70.9%+2.4pp |
| Annual return | -1.13% | 1319.68%-1320.8pp | 735.12%-736.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,249 | $1,614-22.6% | $5,298-76.4% | $2,078-39.9% |
| Participant deferral / active EE | $1,861 | $2,068-10.0% | $5,081-63.4% | $3,356-44.6% |
| Admin fee / account holder | $31 | $102-69.5% | $13,411-99.8% | $115-73.1% |