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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,594 | $84,487+26.2% | $125,339-15.0% | $66,914+59.3% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -10.89% | -8.39%-2.5pp | 572.05%-582.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $4,832 | $3,553+36.0% | $4,814+0.4% | $2,544+89.9% |
| Participant deferral / active EE | $10,516 | $6,781+55.1% | $7,446+41.2% | $4,237+148.2% |
| Admin fee / account holder | $31 | $685-95.4% | $10,010-99.7% | $593-94.7% |