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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,779 | $104,475+32.8% | $159,436-13.0% | $79,386+74.8% |
| Participation rate | 75.0% | 76.6%-1.6pp | 82.8%-7.8pp | 70.7%+4.3pp |
| Annual return | 37.42% | 67.95%-30.5pp | 263.57%-226.1pp | 116.85%-79.4pp |
| Employer contribution / active EE | $4,237 | $3,417+24.0% | $4,829-12.3% | $2,427+74.5% |
| Participant deferral / active EE | $9,284 | $6,467+43.6% | $7,352+26.3% | $4,046+129.5% |
| Admin fee / account holder | $70 | $711-90.1% | $10,799-99.3% | $626-88.8% |