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 | $37,434 | $46,732-19.9% | $156,549-76.1% | $55,167-32.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 12.65% | 17.72%-5.1pp | 32.23%-19.6pp | 169.23%-156.6pp |
| Employer contribution / active EE | $1,741 | $2,105-17.3% | $5,501-68.3% | $1,963-11.3% |
| Participant deferral / active EE | $3,441 | $2,204+56.1% | $4,871-29.4% | $3,054+12.7% |
| Admin fee / account holder | $247 | $418-41.1% | $13,027-98.1% | $504-51.1% |