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 | $26,482 | $40,256-34.2% | $57,343-53.8% | $59,632-55.6% |
| Participation rate | 71.1% | 69.2%+1.9pp | 75.1%-4.0pp | 68.7%+2.4pp |
| Annual return | 2.12% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,685 | $1,922-12.3% | $2,689-37.3% | $2,203-23.5% |
| Participant deferral / active EE | $2,724 | $2,399+13.5% | $3,162-13.9% | $3,192-14.7% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |