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 | $34,239 | $55,415-38.2% | $155,509-78.0% | $74,495-54.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 13.85% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,775 | $2,267+22.4% | $4,672-40.6% | $2,623+5.8% |
| Participant deferral / active EE | $3,399 | $2,836+19.9% | $5,626-39.6% | $4,346-21.8% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |