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 | $29,462 | $65,061-54.7% | $143,757-79.5% | $66,914-56.0% |
| Participation rate | 77.8% | 65.2%+12.6pp | 80.3%-2.5pp | 69.8%+8.0pp |
| Annual return | -16.26% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,030 | $2,361+28.4% | $4,951-38.8% | $2,544+19.1% |
| Participant deferral / active EE | $3,267 | $2,919+11.9% | $5,637-42.0% | $4,237-22.9% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |