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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,928 | $72,492-22.8% | $87,100-35.8% | $72,985-23.4% |
| Participation rate | 81.9% | 72.8%+9.1pp | 76.9%+5.1pp | 69.5%+12.4pp |
| Annual return | 20.84% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,581 | $1,894+36.3% | $2,521+2.4% | $2,440+5.8% |
| Participant deferral / active EE | $2,823 | $3,270-13.7% | $4,049-30.3% | $3,607-21.8% |
| Admin fee / account holder | $12 | $5,055-99.8% | $7,497-99.8% | $5,124-99.8% |