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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,018 | $89,652-56.5% | $141,162-72.4% | $65,185-40.1% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.5%-5.6pp | 70.2%+6.7pp |
| Annual return | 58.51% | 32.79%+25.7pp | 71.39%-12.9pp | 29.38%+29.1pp |
| Employer contribution / active EE | $2,790 | $3,065-9.0% | $4,735-41.1% | $2,177+28.2% |
| Participant deferral / active EE | $6,625 | $5,691+16.4% | $6,709-1.3% | $3,514+88.5% |
| Admin fee / account holder | $109 | $569-80.8% | $10,261-98.9% | $847-87.1% |