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 | $96,197 | $81,233+18.4% | $155,567-38.2% | $80,874+18.9% |
| Participation rate | 88.8% | 66.2%+22.5pp | 78.2%+10.6pp | 67.6%+21.1pp |
| Annual return | 16.55% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $8,162 | $3,101+163.2% | $4,674+74.6% | $2,756+196.2% |
| Participant deferral / active EE | $4,207 | $3,452+21.9% | $5,628-25.3% | $4,297-2.1% |
| Admin fee / account holder | $97 | $7,998-98.8% | $15,916-99.4% | $6,935-98.6% |