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 | $156,156 | $91,407+70.8% | $135,903+14.9% | $71,457+118.5% |
| Participation rate | 70.0% | 75.7%-5.7pp | 81.9%-11.9pp | 67.9%+2.1pp |
| Annual return | 18.29% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,330 | $3,703+43.9% | $4,856+9.8% | $2,588+106.0% |
| Participant deferral / active EE | $11,405 | $7,092+60.8% | $7,758+47.0% | $4,289+165.9% |
| Admin fee / account holder | $19 | $1,266-98.5% | $10,762-99.8% | $1,587-98.8% |