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 | $45,191 | $71,192-36.5% | $117,854-61.7% | $62,292-27.5% |
| Participation rate | 98.2% | 74.2%+24.0pp | 79.7%+18.5pp | 69.5%+28.7pp |
| Annual return | 25.78% | 18.66%+7.1pp | 335.08%-309.3pp | 28.90%-3.1pp |
| Employer contribution / active EE | $8,658 | $1,934+347.7% | $3,786+128.7% | $2,042+323.9% |
| Participant deferral / active EE | $8,063 | $3,189+152.8% | $4,482+79.9% | $3,169+154.4% |
| Admin fee / account holder | $27 | $587-95.4% | $8,020-99.7% | $479-94.3% |