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 | $60,315 | $59,186+1.9% | $76,768-21.4% | $56,287+7.2% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -0.49% | 6.62%-7.1pp | 2.43%-2.9pp | -9.96%+9.5pp |
| Employer contribution / active EE | $2,778 | $1,759+58.0% | $2,485+11.8% | $2,111+31.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |