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 | $30,289 | $66,124-54.2% | $90,404-66.5% | $73,488-58.8% |
| Participation rate | 88.3% | 69.7%+18.6pp | 72.7%+15.6pp | 70.7%+17.6pp |
| Annual return | 14.16% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,842 | $2,346-21.5% | $3,262-43.5% | $2,270-18.9% |
| Participant deferral / active EE | $2,776 | $3,039-8.6% | $3,963-29.9% | $3,740-25.8% |
| Admin fee / account holder | $279 | $396-29.5% | $5,611-95.0% | $513-45.6% |