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 3-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 | $29,747 | $84,487-64.8% | $125,339-76.3% | $66,914-55.5% |
| Participation rate | 72.8% | 76.4%-3.6pp | 82.4%-9.6pp | 69.8%+3.0pp |
| Annual return | -10.09% | -8.39%-1.7pp | 572.05%-582.1pp | 1.58%-11.7pp |
| Employer contribution / active EE | $3,116 | $3,553-12.3% | $4,814-35.3% | $2,544+22.5% |
| Participant deferral / active EE | $6,179 | $6,781-8.9% | $7,446-17.0% | $4,237+45.8% |
| Admin fee / account holder | $130 | $685-81.0% | $10,010-98.7% | $593-78.0% |