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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,225 | $66,302-42.3% | $110,238-65.3% | $56,287-32.1% |
| Participation rate | 79.4% | 74.9%+4.5pp | 79.8%-0.4pp | 69.9%+9.6pp |
| Annual return | -4.80% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,205 | $2,047+7.7% | $3,826-42.4% | $2,111+4.4% |
| Participant deferral / active EE | $3,039 | $3,381-10.1% | $4,672-35.0% | $3,350-9.3% |
| Admin fee / account holder | $18 | $698-97.4% | $8,547-99.8% | $521-96.6% |