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 | $16,232 | $44,873-63.8% | $79,464-79.6% | $56,287-71.2% |
| Participation rate | 94.8% | 68.7%+26.1pp | 73.3%+21.5pp | 69.9%+25.0pp |
| Annual return | 9.86% | 0.81%+9.1pp | 718.14%-708.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $713 | $2,140-66.7% | $2,800-74.5% | $2,111-66.2% |
| Participant deferral / active EE | $941 | $2,746-65.7% | $3,704-74.6% | $3,350-71.9% |
| Admin fee / account holder | $102 | $418-75.6% | $5,113-98.0% | $521-80.4% |