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 | $14,624 | $39,948-63.4% | $89,391-83.6% | $73,409-80.1% |
| Participation rate | 98.8% | 50.4%+48.4pp | 68.0%+30.9pp | 72.2%+26.7pp |
| Annual return | 14.38% | 50.12%-35.7pp | 245.62%-231.2pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,610 | $1,200+34.2% | $2,586-37.7% | $2,234-27.9% |
| Participant deferral / active EE | $3,264 | $2,193+48.8% | $3,890-16.1% | $3,805-14.2% |
| Admin fee / account holder | $14 | $134-89.2% | $4,881-99.7% | $158-90.8% |