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 9-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 | $13,501 | $48,076-71.9% | $78,689-82.8% | $62,891-78.5% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 4.84% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,174 | $2,015+7.9% | $2,851-23.8% | $2,281-4.7% |
| Participant deferral / active EE | $1,348 | $2,588-47.9% | $3,517-61.7% | $3,203-57.9% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |