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 | $30,874 | $61,272-49.6% | $149,673-79.4% | $71,457-56.8% |
| Participation rate | 97.2% | 62.5%+34.7pp | 78.8%+18.5pp | 67.9%+29.3pp |
| Annual return | 18.60% | 35.85%-17.2pp | 134.42%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,308 | $2,378-3.0% | $4,818-52.1% | $2,588-10.8% |
| Participant deferral / active EE | $3,213 | $2,917+10.1% | $5,680-43.4% | $4,289-25.1% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |