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 | $24,750 | $55,415-55.3% | $155,509-84.1% | $74,495-66.8% |
| Participation rate | 99.2% | 61.9%+37.2pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 19.20% | 268.50%-249.3pp | 64.67%-45.5pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,745 | $2,267-23.0% | $4,672-62.7% | $2,623-33.5% |
| Participant deferral / active EE | $2,260 | $2,836-20.3% | $5,626-59.8% | $4,346-48.0% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |