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 | $26,812 | $45,035-40.5% | $62,995-57.4% | $70,131-61.8% |
| Participation rate | 98.8% | 69.5%+29.3pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 12.21% | 18.76%-6.5pp | 87.57%-75.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $840 | $2,051-59.0% | $2,759-69.5% | $2,342-64.1% |
| Participant deferral / active EE | $1,428 | $2,465-42.1% | $3,329-57.1% | $3,332-57.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |